As a Wealth Advisor and Comprehensive Financial Planner, I work with clients to identify their financial goals and create actionable strategies to achieve them. My approach is comprehensive and holistic—whether developing detailed financial plans, structuring business exit strategies, implementing retirement solutions, or optimizing investment allocations. I work collaboratively with CPAs, estate planning attorneys, and insurance professionals to help ensure all aspects of my clients' financial lives work in harmony. For business owners, I bring specialized expertise in viewing their company as a strategic asset within their broader wealth management plan. My focus is on strategy, integration, and helping clients see the complete picture of their financial future.Disclosures: https://www.onedigital.com/disclosures/