Financial Advisor, CFP®, CSLP®
At SideBar Advisors we focus on financial planning for attorneys, but I am open to working with anyone that needs help. My job is to help individuals "figure out" their finances, whether that means getting a handle on their budget, saving for retirement, plan for a child's education, investment management, insurance planning, or developing a strategy for paying back student loans. Regardless of your situation, I'm here to help! Investment Advisory Services are offered through Mariner Platform Solutions, LLC, a Registered Investment Adviser.
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Profile last updated: 02/23/2026
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