You’re a professional or entrepreneur with a good income. You might have accumulated some savings. You might have debt, particularly student loans. You have multiple financial tentacles wriggling through your brain and have questions on how to address them in an organized and efficient manner. You want to work with someone who is an expert and understands these issues. You want to work with someone you can relate to…

I want to work with people I can relate to as well! That’s when I’m happiest. It’s why I created Schooner NextGen; a financial planning practice that focuses on working with young professionals and business owners. Individuals in their 20s, 30s, and early 40s. That’s what I am and I am passionate about helping my peers.

Check me out on FINRA's BrokerCheck.