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As your Financial Advisor, my true value arises from the analytical nature of an engineer combined with my personal experience, knowledge, and insights as a financial planner.

Heart Centric Financial Planning

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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Custom plans for every stage of life.

Wherever you go, we'll go there with you.

Community Connections

Community Connections

Access to local business and community organizations that will help you reach your goals.

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A Focus on Women’s Needs

A Focus on Women’s Needs

Your financial needs are as unique as the life you lead and the dreams you have.

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Baird 360 Wealth

Baird 360 Wealth

View all your finances in one place. Get started today.

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