My mission is to work with my clients to put together a holistic financial plan that provides them with a clear path to their goals. This can include putting you on a path to financial independence, buying a new home or finding ways to reduce your tax burden. Being proactive and bringing ideas to the table is important to me as well as having a fun and interactive experience as we put a plan into place that is flexible and purposeful.
Before I co-founded Wealth With Options, I spent over 19 years at two large Private Bank working with some of the bank's wealthiest clients. My goal is to use that expertise to bring guidance and clarity to folks who are still building their wealth and are looking for help in navigating the journey.
I'm married with three incredible kids (young adults) who keep me on my toes. In my free time, I enjoy traveling (domestic, international, you name it!), hiking (just completed a hike up Hualalai volcano) and anything to do with animals ( I have a dog and several cats) and donate as much as possible to the Humane Society.