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A financial advisor for young families and professionals

Build Confidence and Peace of Mind in your financial future

Certified Financial Planner
XY Planning Network
The National Association of Personal Financial Advisors

Who I work with:


You are successful, driven, and family-oriented, striving for balance in your career, personal life, and finances. You want to ensure you are making the “right” financial decisions, and one of those decisions is finding a financial advisor to work in your best interest. You want a plan designed for you - not influenced by product sales, asset minimums, or other potential conflicts.

Why Kardinal Financial:


I created Kardinal Financial to provide financial advice to professionals in their 30s and 40s. Our generation stands to benefit massively from financial planning, but only if that financial planning is designed for us. Although we may not have the asset minimums set by many in the industry, our financial lives are complex and we deserve a trusted guide. Kardinal Financial is designed to be that guide. We will work together to design and implement a plan that ultimately delivers security and peace of mind in your financial life.


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My Approach