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

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