About Me

As a Certified Exit Planning Advisor (CEPA®) and Financial Advisor, I specialize in helping business owners and families align their personal, financial, and business goals to build lasting value and prepare for life’s next chapter whether that’s retirement, succession, or a strategic exit.

I bring an advanced understanding of how human behavior, emotions, and cognitive biases influence financial decisions. This allows me to help clients move beyond surface-level planning and address the underlying motivations, fears, and habits that shape their financial lives. Whether navigating legacy planning, business exits, or family dynamics, I help clients make confident decisions that align with their values and long-term goals.

At Blueprint Financial Group, we believe in a values-based approach to financial planning. We walk alongside our clients with clarity, compassion, and a long-term perspective offering not just advice, but a partnership rooted in trust.

What We Offer

Through our team, we provide a full suite of services tailored to business owners and families:

Exit & Succession Planning

• Using the Value Acceleration Methodology™, we help owners increase business value, reduce risk, and prepare for a successful transition.

Comprehensive Financial Planning

• Retirement strategies, investment management, tax-efficient planning, and risk protection all integrated into a cohesive plan.

Business Owner Solutions

• Key person insurance, executive benefits, business continuity planning, and buy-sell strategies.

Aligned Financial Guidance

• For clients who value purpose-driven planning, we offer solutions that reflect their values and long-term vision.

Collaborative Casework

• We often partner with other advisors, especially in joint fieldwork, to bring diverse perspectives and better serve couples and multi-generational families.

Who I Serve

• Business owners
• Family-owned and closely held businesses
• Pre-retiree couples navigating legacy and succession
• Clients seeking a values-based, relationship-driven approach

Let’s Connect

Whether you're preparing for a business exit, planning for retirement, or simply seeking clarity in your financial life, I’d be honored to support your journey. Let’s build a plan that reflects your values, honors your legacy, and secures your future.