My Services

My practice focuses on advanced financial planning for select Dentists and their families.

I am a client-centered financial advisor who believes that financial planning is a life-long, personal process which once created must continually adapt to the client’s needs, values and their unique situation. 

My process involves meeting with clients on a one-on-one face-to-face basis.  I work to help my clients discover and prioritize their most important life goals.  Next I conduct an extensive financial analysis of the client’s situation.  I provide, and collaborate to implement; written recommendations focused on helping clients achieve their financial goals.  

Core Competencies Include:  

• Financial Planning for the Self-Employed Dentist
• Cash Flow and Revenue Enhancement Strategies
• Tax Sensitive Wealth Accumulation and Distribution Strategies
• Integrated Practice Transition and Retirement Strategies 
• Asset Protection Strategies and Estate Planning
• Risk Management and Insurance
• Close coordination and teamwork with other niche professionals

Ideal Clients: Hampton Roads dentists who have or aspire to have their own practice.