
Primary areas of expertise
Core expertise
Approach to working with clients
How I support business owners
I believe strong client relationships are the foundation of effective financial guidance. I make it a priority to meet with clients, understand their unique needs, and provide clear, practical insights that support informed decision-making. My approach is proactive, transparent, and focused on long-term success.
What clients can expect
The experience you can count on
Clients can expect a responsive and relationship-driven experience. I prioritize understanding their unique financial situation and delivering insights that are actionable. My goal is to serve as a trusted partner they can rely on.
Personal details
Beyond the résumé
Outside of work
Life outside Count On That®
Outside of work, I enjoy unwinding with video games like Dota 2, Stardew Valley, and Pokémon. I casually follow the NBA, UFC, and boxing, and I enjoy playing table tennis in my free time.
Fun fact
Something you may not know
I collect video game consoles and love finding classic systems.

