A dedicated Wealth Strategist and partner here at Camas Advice. With several designations to my name and a proven history of orchestrating wealth for my clients, I come equipped with an abundance of knowledge and experience to help you navigate your wealth-building journey with confidence. I believe in a holistic approach, taking the time to understand your unique circumstances to deliver personalized advice that works for you.
As your Wealth Strategist, my goal is to provide you with top-notch strategies and solutions for a range of scenarios you may face. Whether it’s building your wealth, designing a customized life insurance policy, planning for your retirement, providing you with tax reduction strategies, helping you transition out of your business, funding your kid’s education, or establishing your long-term care plan, I’m here to help you make the most out of the resources that I can provide. I’ve had the pleasure of working with businesses, estates, and high-net-worth individuals, as well as their advisors, each presenting unique challenges that I am proud to have solved.
Whether you are a high-net-worth household, a business owner, or a trusted advisor, I am confident that I can help you.