Upbeat Wealth

As a CERTIFIED FINANCIAL PLANNER and Accredited Portfolio Management Advisor, I have dedicated my entire professional career to helping clients maximize their financial potential. After spending the better part of the last 10 years serving clients on a small wealth management team responsible for over $100 million in assets, I started Upbeat Wealth because true financial planning goes beyond just overseeing a client's investment portfolio. My goal is to provide clients with holistic solutions-oriented financial insight with no account minimums and through a transparent fee-only structure. Quite simply, as a fiduciary, I don't work on commission and will never sell you a financial product. My firm specializes in providing young families, entrepreneurs, small business owners, and real estate professionals with proper financial guidance, confidence, and resources so they can focus on the things that excite and drive them.