3150 C Street, Suite 270Anchorage, AK 99503
A values-based approach
My greatest joy is building lasting relationships with my clients. I see my clients as an extension of my family, and I believe success demands a deep understanding of your cherished dreams and unique needs.
Perception vs. Reality
The Real Cost of a Vacation Home
Your needs and priorities will shift at various turning points in life, and so should your financial strategy. I can simplify the complex and guide you at every turn, so you can stay focused on what’s most important.
Running a small business is about more than profit and loss. It’s about contributing to the health of the community and being a good neighbor.
Retiring in a Post-Pandemic World
Learn about the principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals.
One of the keys to a sound financial strategy is spending less than you take in. Get tips on budgeting and money management.
I offer a full library of resources to help boost your financial planning knowledge.
I would love to hear about your goals and discover, with you, how I can help you pursue them. Contact me today to schedule an appointment to discuss your financial goals and strategies to pursue them.