Namesake Group

I have spent over 8 years in financial planning, working alongside clients to help them achieve their goals. I bring a comprehensive approach to wealth management by coordinating every aspect of a client's financial picture - from portfolio management to setting up future generations for financial success. My expertise is working with investors and business owners with a long term focus. Through a combination of strategic financial and tax planning, portfolio diversification, and collaborative relationships, I guide clients toward their personal success.