SWM Team

The personal relationships that develop with clients are the most rewarding aspect of what I do. As a NAPFA-Registered, fee-only CERTIFIED FINANCIAL PLANNER® professional, I am required to be a fiduciary to clients.

My passion for personal finance has grown over the past 10 years to the point that I left the science industry to pursue my dream of becoming a financial advisor.

I serve clients every day through completing various service functions, including being a primary contact point for various projects and administrative functions.