I take pride in fostering long-term, meaningful connections with all of my clients. My firm, Meritage Wealth Management, is intentionally small to give you a high level of service and advice. While many financial professionals work with hundreds of clients (or more!), I’ve found it’s more important to have in depth conversations with fewer clients vs surface level conversations with many clients. When you call my office, you talk to me personally, and are met with individual attention that aims to exceed your expectations.
I have been working with retirees since 1999 and am a CERTIFIED FINANCIAL PLANNER™️ professional. I am a member of the National Association of Personal Financial Advisors (NAPFA), the Fee-Only Network and the XY Planning Network.
