As a Certified Financial Planner™, CEPA®, and partner at Integrative Wealth Partners, I work with successful business owners and families to bring clarity, strategy, and intention to their financial lives. Our firm specializes in proactive financial planning, wealth management, and business exit strategy—helping clients make confident decisions across every stage of life and business.

Whether you're preparing to sell a company, managing generational wealth, or navigating complex personal finances, we serve as a strategic partner. Through customized planning and our extended network of legal, tax, and valuation professionals, we help ensure your wealth is aligned—not only to today’s goals but also to what’s coming next.