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I'm honored to have been recognized as one of InvestmentNews' Five-Star Financial Planners for 2026.
Each year, InvestmentNews recognizes financial advisors across the country who demonstrate a commitment to professionalism, integrity, and delivering exceptional service to their clients. Nominees are evaluated against their peers based on a variety of qualitative and quantitative factors.
You can view the full list of honorees and learn more about the award here.
While I'm grateful for the recognition, awards have never been the goal. My focus remains on helping clients make informed financial decisions through comprehensive, fee-only financial planning. Whether we're developing a retirement income strategy, reducing lifetime taxes, coordinating with an estate attorney or CPA, or navigating a major life transition, my goal is to provide advice that is thoughtful, practical, and always in my clients' best interests.
I'd like to thank my clients for the trust they've placed in me over the years. It's a privilege to be part of so many important financial decisions, and I'm grateful for the opportunity to continue serving them.
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