We create personalized financial paths that are tailored to your distinct needs, wants and wishes. Our goal is to be passionate advocates for you now while protecting your future. We help you to live life to the fullest as you build your legacy.
We listen intently and get right to work, helping you to take action on your most important goals. We set the path together for your life's journey and support your needs with helpful resources all along the way.
Putting you on an intentional path towards your financial goals may help create a sense of relief, reduced anxiety and ultimately a sense of freedom. This can help you enjoy your experiences, relationships, and use of mind more fully.
As President and the primary Financial Advisor of Mile Marker Financial Advocates, I steer a client-centered financial planning practice that focuses on financial, investment and risk management planning. Importantly, this includes an on-going review process to help keep clients on track.
I have been a Financial Advisor since beginning my career in 1990 and am thrilled to know what a great match it has been for me in my life. I love working with people and am passionate about personal finance so it's a pleasure to service clients, their friends, and multiple generations of families. In that role I advocate on behalf of my clients, the 93 year old version of them and those that they hold dear.
To help support this process, I provide resources that include personalized risk assessments, portfolio optimization tools, and a personal wealth management site that helps us work together to organize, track and steer their personal financial journey.