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Experience

High-net-worth individuals and families turn to my advice and customized, comprehensive wealth planning strategies. My nearly 10 years of experience includes investment consulting, personal financial planning, and estate and income tax planning.

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Specializes In

I love to travel, especially if I can explore unfamiliar places while having the opportunity to use my Spanish-speaking skills.

Additional Thoughts

Independence and objectivity: What incents your investment advisor to act in your best interest?
John Lesser Wealth Management
Article May 29, 2018 4 min read
Five money-saving tips for tax season (plus two bonus tips)
Karen Cady Wealth Management
Article April 9, 2018 4 min read read
Estate planning: Finding opportunity in the new law
Alicia Cole Wealth Management
Article March 21, 2018 3 min read
Tax reform still allows 1031 exchanges to defer gains on real estate sales
Ben Smith Plante Moran REIA
Article March 9, 2018 5 min read