
The best financial advice is focused on creating individual plans that use your values to meet your goals.
My job is to start by listening and then leveraging our firm’s experience and resources to present and manage the tools for financial success. I want our clients to feel confident about their future and aware of the possibilities that smart use of their resources can create.
Veridan Wealth is the product of my 20 years of experience and collaboration with a team that is adaptable and driven by a strong desire to excel. We are committed to creating the best outcomes for families with complex financial goals.
When I’m not thinking about financial planning, I enjoy watching Formula 1 races. I’m an avid Formula 1 fan and I always accompany my viewing with snacks native to the hosting country. I love to travel and have visited 5 of the 7 continents. I look forward to visiting Antarctica and Australia someday.
I love that I can combine my left-brain interest in numbers with my right-brain curiosity about how we make decisions. This is integral to why I find my work so fulfilling.
Education
- BA Economics Trinity University
Professional Designations
- CFP®
- APMA™