I’m a fourth-generation business owner with deep roots in entrepreneurship, leadership, and long-term stewardship. Growing up in a family business shaped the way I view wealth — not simply as money, but as a tool to create opportunity, freedom, and lasting impact for future generations.
Today, as founder of Purpose Point Wealth Management, I work closely with families and business owners to help simplify financial complexity and create coordinated strategies around investing, retirement planning, tax efficiency, business planning, and legacy planning. My approach is grounded, relationship-driven, and focused on helping clients make confident decisions through every stage of life and business.
I hold the CEPA® and CRPC™ designations, I have strong regard to continuing education to best serve those navigating significant financial transitions. Outside of work, I enjoy spending time with my family, golfing, and being outside.