Financial Planning Is Personal. So Is My Approach.

I believe the best financial advice begins with listening. Financial planning should bring clarity, confidence, and the freedom to enjoy the life you've worked so hard to build. My role is to simplify the complexities of your financial life so you can make informed decisions and focus on what matters most.

For more than 30 years, I've had the privilege of helping individuals, families, and business owners navigate life's most important financial decisions. I founded Rivertown Financial with a simple vision: to create a boutique advisory firm where relationships come first, every client is known personally, and financial advice is as thoughtful as it is strategic.

My commitment to providing comprehensive, personalized advice led me to complete the CFP® Certification Education Program through Fairleigh Dickinson University, reinforcing the planning-first philosophy that has guided my career from the very beginning.

As a co-author of Financial Trendsetters: Volume 3, I believe financial planning is about more than managing investments—it's about helping people gain clarity, make confident decisions, and build a legacy that reflects what matters most to them.

Whether you're preparing for retirement, navigating a major life transition, or simply looking for a trusted financial partner, my commitment is the same: to listen first, provide thoughtful guidance, and help you move forward with confidence.
I'd be honored to be part of your journey.

Registered states: AZ, CA, CO, DE, FL, KS, MD, MO, NC, NJ, NY, PA, SC, UT.