About Us

I believe open, honest conversations about life and money can lead to overall well-being. I focus on helping business owners and busy professionals in leadership or entrepreneurial roles who want an organized financial life and a long-term plan for theirs and their family's financial future—so they can worry less and enjoy more.

My services include financial life planning, retirement planning, investment management, and financial life advice.

Securities offered through LPL Financial, member FINRA/SIPC. Advisory services and financial planning offered through Western Wealth Management, a registered investment adviser and separate entity from LPL Financial. finra.org sipc.org

The LPL Financial registered representative associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.