Advisor profile

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

• 1:1 financial advice based on your goals and needs.
• Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
• Regular meetings to review your goals, progress and investments.
• Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

I’m excited to share that HS&C Wealth Management has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. This list includes top teams from across the industry who are committed to helping their clients stay focused on their long-term financial goals. Thank you to our clients for trusting us with your financial futures. And thank you to my remarkable team – your dedication inspires me every day.