Our philosophy is that each individual, family or institution has unique goals for their financial future. We work to identify those goals and develop a comprehensive, custom-tailored financial plan that helps you achieve them. As partners in ATA Financial Group, this personalized approach to financial planning is an enormous source of fulfillment.
My strong interest in finance stemmed largely from working with my father growing up. Helping him run a business, learning about his daily ‘to-dos’, and taking in his wisdom worked as an early guide to the meaning of investing time and money. From there my passion grew into a career and I am privileged to leverage my personal history and expertise in financial management to help each client navigate rapidly shifting financial markets and take advantage of growth opportunities to achieve their long-term financial goals.
My clients are like many other business owners and professionals; concerned for their business and families and looking for financial advice that incorporates their values as well as their vision of their future. Money does not come with instructions, so I go beyond providing financial tactics. I aim to help clients take a step back to gain clarity on the steps they need to take to realize their goals.
I care deeply about my clients, and the entire purpose of my career is to help others. We only take on new clients who we can help and look forward to growing with like-minded clients who share the same values and beliefs that I do!