I help successful people work toward the goal of living their very best lives.
Although many people think money can’t “buy” happiness, I know from experience that it certainly can help. With wealth often comes anxiety, however, especially for those who don’t know the ins and outs of financial planning, investments, and money management.
A financial planner for 18 years and wealth management specialist for 28 years, I founded my own company, Fulcrum Financial Group, to help people navigate the many complexities that money can bring to life. I’ll work to help simplify the process, whatever your dream may be—early retirement, traveling the world, leaving a legacy for future generations, or something else.
A graduate of Yale University and a Certified Financial Planner™, Chartered Life Underwriter®, and Chartered Financial Consultant®, I am passionate about education, viewing it as a lifelong process. My areas of experience include securities, trust, wills, investments, and retirement planning.
Many of my clients came to me during times of transition such as divorce, widowhood, and retirement, wanting to make the most of their resources. I see myself as a “change agent,” helping people prepare for and weather the tumult that life presents, and to work toward their objectives through financial planning.
My holistic approach incorporates a variety of securities and insurances. I strive to help you master the “big picture” that is your incredible overall journey, and to embrace the many pleasures you’ll encounter along the way—to work toward your goal of living the “good life” in every sense.
Call me today so that, together, we can begin drawing your very own, personalized map to personal and financial fulfillment.
*Fulcrum Financial Group and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.
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