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.

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

My passion for helping others has best been suited in the world of finance with an emphasis in holistic financial planning concepts.

I enjoy getting to know my clients on a personal level first; followed by utilizing our financial tool bag to help them lay-out their goals and dreams. My desire to help and teach others is what led me to the financial services...