We are a Wealth Management Practice with experience in personal and corporate financial planning.

I provide financial advice on what matters. Making sense of financial products & services can be daunting, so I work hard to make it easy & understandable for my clients so they can make the best decisions for themselves.

Investments, retirement & estate planning, severance advice.

MEFC empowers corporate leaders with meaningful financial information, effective data management systems, procedural guidance, and training.

My job is to apply my financial knowledge and expertise to your situation. The result will be a personal financial strategy custom-tailored for you.

10% of sale proceeds to go directly to the GLBA Foundation Scholarship. Design your dream and then live it! Specializing in designing tax efficient financial plans to assist you in reaching your 1, 3 and 5 year goals. Step into Abundance!

Certified Financial Planner, Certified Investment Manager.

Using my unique Financial Fitness approach ensures you will understand, develop and get results towards all of your financial goals. Contact me for a complimentary Financial Fitness Evaluation today.

Caring for your financial future with compassion.

Our practice is dedicated to lifelong relationships built on trust, attention to detail and steady portfolio growth.