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.

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...