• Imagine

    Imagine a world in which trust, pro-activity, and enhancing your quality of life were the number one priorities of your financial advisor…

  • Quality of Life

    When is it time to gain clarity on what’s more important than money…to you? Right now.

  • How Do You Get There?

    The Smart Money ExperienceTM (SME) is a comprehensive financial planning process that includes the fully integrated implementation of Values Based Financial PlanningTM (VBFP).

  • The Road to The Smart Money Experience

    It is my passion to help you achieve the success and, ultimately, the quality of life that you desire…