05/22/2026
I’m honored to share that I’ve been recognized as a 2026 5-Star Financial Planner by InvestmentNews. This recognition is especially meaningful because it reflects the relationships and trust built over time. I’m grateful to share this honor with my partners, Michelle and Bo, whose collaboration and dedication make our work stronger every day.
Most importantly, thank you to my clients for the trust you place in me. It’s a privilege to be part of your financial journey and to help you work toward what matters most to you.
I truly appreciate the opportunity to do work I enjoy while serving such wonderful individuals and families.