Mission Statement

In my practice, I focus on helping members of the Y.O.Y.O. economy – as in You’re On Your Own.  

Growing up, both sets of my grandparents owned their own business.  My maternal grandfather had polio as a kid and he and my grandmother sold fruit out of their garage.  My paternal grandparents owned a shop where they sold Native American jewelry, art and fireworks. My dad was a travelling salesman and my mother was a nurse. 

I’ve always been aware of how difficult it is for people without access to sponsored retirement plans to create enough wealth and savings to support them through retirement.  When I started my practice, I realized I could help people who were on their own.

My mission is to help members of the Y.O.Y.O. economy achieve financial independence and feel confident in their financial futures. 

I do this by protecting their ability to earn an income and creating an asset management plan that will generate a retirement income that lasts as long as they do. I also focus on helping my clients leave a lasting legacy.

You may find yourself on your own because of your profession or life transitions such as a job change, retirement or receiving an inheritance.  You may be on your own, but you don't have to do it alone.  I am here to help.