Holistic Wealth Design
Holistic Wealth Design for
Individuals & Families

The future of personal finance requires an advisor who is familiar with all aspects of your life, not just your investments.
I focus on the whole you by understanding each your individual circumstances and attitude toward money. Your goals are driving the planning process, and I am there to help you understand your finances and give you an inside look through my experience.
Using a Holistic Wealth Design approach, I evaluate the entire scope of my client's finances in order to make recommendations that make sense not only financially, but also personally. I am right with you to give advice and be your financial partner, no matter what comes your way.
Together we can build and manage a unique financial plan that allows you to pursue personal and professional success.
Simple decisions can have big consequences. I help you stay coordinated and informed so that you can take advantage of valuable planning opportunities.

MAKE TODAY THE DAY YOU TAKE CONTROL OF YOUR FINANCES
Use my Calendly online scheduling app to schedule a no-cost meeting to find out more. It's quick and easy with no obligation, plus you may learn a few things along the way! You can also call me at 724-747-5199 and schedule a convenient time to talk.