Wealth Management, Insurance and Planning If you want the peace of mind of having financial security, with a plan and a partner by your side, take advantage of our simple process: - Work with a CFP® professional that has a fiduciary duty to put client needs first - Learn how to protect your income and assets - Compare your options for saving in volatile markets - Ensure your loved ones are provided for should you die prematurely - Avoid making common mistakes when investing - Understand what you are paying in fees and taxes We consolidate and organize all your financial information, so when something comes up, we'll be ready! While we serve a diverse population, my practice specializes in financial planning for healthcare providers, business professionals and the LGBTQ community.