Professional Bio
I work with individuals and families to help them bring clarity, confidence, and control to their financial lives. As a financial advisor at Presilium Private Wealth, I partner with mass affluent clients, business owners, and executives—many of whom have complex financial situations or highly concentrated stock positions.
My approach centers on comprehensive financial planning. This includes thoughtful guidance around cash flow planning, retirement planning, investment management, tax strategy, and estate planning so that every piece of a client’s financial life works together.
As a CFP® professional working within an RIA, I operate under a fiduciary standard at all times—meaning my advice is designed to serve my clients’ best interests with no conflicts influencing recommendations. I’m passionate about helping people make informed decisions and feel more confident about their financial future.
