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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

Have you outgrown your tax preparer?
Karen Cady Wealth Management
Article October 12, 2018 1 min read
Opportunity zones offer tax incentives to impact investors
Valerie Grunduski
Article September 26, 2018 3 min read
Why planners should reconsider REITs for HNW clients
Brian Schultz
Article August 20, 2018 2 minute read