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Comprehensive financial planning and investment management for individuals, couples and young families.

They say it takes a village….build yours by partnering with a trusted financial professional.

TOGETHER, WE CAN shape YOUR PATH.

You’re busy.

Managing your life.

EARNING A LIVING.

Raising a family.

SEEKING A BALANCE.

Let’s build a financial framework that helps you to enjoy today and plan for tomorrow.

MY SERVICES

Financial planning is the collaborative process of aligning personal goals, values and priorities with financial resources. We start by determining where you are, then collaborate to discover where you want to go. Everyone’s path is different. Everyone’s path is unique. The only right path is the one that’s true to you.

PATHLIGHT SERVES AS YOUR GUIDE AND PARTNER ALONG YOUR FINANCIAL JOURNEY.

 

MY PATH

I started my practice to be a resource for those who want to organize their financial life around their goals and values. Navigating the modern financial landscape can be a challenge. Fortunately, you don’t have to do it alone.