About Me
CFP®
IRS Enrolled Agent (EA)
I began my career with a background in Computer Science and spent more than 25 years working in the financial industry, primarily in financial technology. Today, I combine that experience with comprehensive financial planning and tax planning, having completed the education and examination requirements for the CFP® certification and earned the IRS Enrolled Agent (EA) credential.
Like many of the individuals and families I work with today, I've built a financial foundation, raised a family, planned for my children's education, and started my own business. Those experiences gave me a deeper appreciation for the financial decisions people face throughout life's many stages. I understand how thoughtful financial decisions can shape not only financial outcomes, but also confidence and peace of mind.
Over time, I realized I wanted to bring together what I'd learned professionally and personally to help people navigate those decisions with greater clarity and confidence. That realization led me to financial planning.
I believe the best financial advice is both technically sound and grounded in real life.
Comprehensive financial planning isn't just about investments or taxes—it's about seeing the bigger picture and making sure every financial decision supports your long-term goals.
That's why every planning relationship begins with listening. By taking the time to understand where you are today, what matters most to you, and where you'd like to go, my goal is to help you build greater financial clarity, lasting confidence, and peace of mind at every stage of life.
My Planning Philosophy
At LuminPath Planning, I believe financial planning is an ongoing process. Life changes. Families grow. Careers evolve. Businesses change. Priorities shift. A good financial plan should grow with you.
My planning philosophy is built around six guiding principles:
Understand your goals, values, and financial picture before making recommendations.
Learn
Explore your options, consider the trade-offs, and focus on what matters most.
Reflect
Develop thoughtful strategies that reflect your unique circumstances and long-term goals.
Plan
Move forward with confidence through practical, well-informed decisions.
Act
Revisit your plan regularly as your life, family, career, and priorities evolve
Review
Build lasting financial clarity and confidence—one thoughtful decision at a time.
