Additional Information

  • Categories: Financial Advisors & Planners
  • Payment Options: American Express, Discover, MasterCard, Visa, Check, Cash

Hours

  • Regular Hours
    Monday
    08:00 AM - 05:00 PM
    Tuesday
    08:00 AM - 05:00 PM
    Wednesday
    08:00 AM - 05:00 PM
    Thursday
    08:00 AM - 05:00 PM
    Friday
    08:00 AM - 05:00 PM
  • Add'l Hours Info: Also by appointment

About Us

  • I have been providing financial services since 1996. I am a Certified Financial Planner, CFP. My goal is to help you reach your financial goals. We work together to create a financial plan that fits you and your unique dreams, goals, and desires. I am also a Certified Divorce Financial Analyst, CDFA. I understand divorce is emotionally draining and overwhelming. The financial decisions made during this time have lifetime effects. You only have once chance to get it right. I am committed to helping you get through your divorce with greater understanding, ideally friendlier and in a more affordable way with the assurance that your financial settlement will be a win-win for everyone with no tax or property division surprises.