If you’re looking for an overpriced advisor who promises to “just fix everything” while you stay completely hands-off, this probably isn’t the right fit for you.

What I believe—and what my clients consistently tell me they appreciate—is that I make finances make sense. I’m an educator first, and I want to help you actually understand what’s going on with your money—not just hand you a stack of reports and call it a day.

One client told me, “I’ve been asking my CPA the same question for six months and never understood the answer—until you explained it in two sentences.”

That’s what I love to do: break down the complicated stuff into clear, simple language so you can feel confident and in control.

My approach:

• I use tools and systems to take the mundane tasks off your plate, so you can focus on what matters most in your business.

• I believe every business owner should be hands-on with their financial strategy—even with expert help, the thinking and big decisions can’t be fully outsourced.

• If you want a partner who will teach you, empower you, and cheer you on as you grow, you’re in the right place.