Meet The Founder
As an independent advisor with over 25 years in the financial services industry, my passion is helping clients build, protect, and transfer wealth in ways that align with their goals and values. I believe in clear, candid guidance and always putting the client’s interests first.
Under my leadership at MB Wealth Advisors, I work directly with families, business owners, and individuals to design tailored strategies, manage complexity, and help them feel confident in their financial future.
Core Capabilities & Services
❖ Wealth Management & Investment Strategy
I build portfolios tailored to each client’s goals, using disciplined asset allocation and active oversight. Strategies focus on balancing risk and return, adapting to life stages, and preserving wealth across market cycles.
❖ Retirement Planning & Income Strategy
I create retirement income plans that are sustainable, tax-efficient, and flexible. Each strategy blends investments, Social Security timing, and withdrawal sequencing to generate dependable income. My goal is to help clients retire confidently, maintaining lifestyle and peace of mind throughout every stage of retirement.
❖ Estate & Legacy Planning
I help clients organize and transfer wealth effectively. Strategies include trusts, gifting, and tax-efficient asset transfers. The focus: preserving family values and ensuring financial continuity for future generations while minimizing complexity and estate costs.
❖ Tax-Aware Planning
I design tax-efficient strategies to enhance after-tax returns across investments and retirement income. By coordinating with accountants, I integrate asset location, capital gains planning, and tax-loss harvesting to help clients keep more of what they earn while supporting long-term growth goals.
❖ Insurance & Risk Management
I evaluate life, disability, and long-term care coverage to protect income, family, and assets—supporting long-term wealth objectives and stability through life’s uncertainties.
❖ Cash Flow & Budget Modeling
I model income, expenses, and savings to guide financial decisions—whether planning for retirement, business transitions, or lifestyle changes—maintaining discipline and flexibility.
❖ Ongoing Review & Adjustment
Plans evolve. I provide structured reviews and rebalancing to keep strategies aligned with changing markets and life goals, ensuring clarity and accountability over time.
I’m driven by the relationships I build with clients—treating each as my only client. Success looks different for everyone; my role is to help define it and build the roadmap to achieve it.