Yes. We abide by and are held to the fiduciary standard 100% of the time.

(Note for the wise, if the answer you get from someone beats around the bush any more than that, the answer is probably no.)

A Certified Public Accountant (CPA) is a licensed accounting professional with deep expertise in tax planning. CPAs ensure your financial plan is tax efficient, helping you keep more of your hard earned savings.

A Chartered Financial Analyst (CFA) is a globally respected designation focused on investment management, financial analysis, and portfolio strategy. CFAs are experts in building and managing investment portfolios with a disciplined, research-driven approach.

A CERTIFIED FINANCIAL PLANNER® is a certification that emphasizes comprehensive financial planning, including retirement, cash flow, estate planning, and more. A CFP® is trained to see the big picture and help clients reach long-term goals.

Together, these credentials reflect a high standard of knowledge, ethics, and commitment —giving you the confidence that your financial future is in expert hands.

Most advisors come from just one background—tax, investment research, or financial planning. I bring all three.

As a CPA, CFA charterholder, and CFP®, I’ve guided clients through investment due diligence, weighed the tax impact of every decision, and served as the main advisor helping them stay on track toward their goals. Very few advisors hold all three of these qualifications —making this perspective both rare and powerful.

This breadth of experience allows me to see the full picture—your income, investments, taxes, and life plans—not in isolation but as interconnected pieces of one strategy.

The result: advice that’s not just technically sound, but practical, well-rounded, and uniquely aligned with the life you want to live.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP®(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.