Let's Start a Conversation
Whether you have questions, want to explore your options, or are ready to create a plan, I'm here to help. Reach out today to schedule a conversation.
Send a Message
Other Ways to Reach Me
Office
Cleveland, Ohio
Serving the Greater Cleveland area
Phone
(440) 561-0994
Call or text anytime
[email protected]
I typically respond within 24 hours
Office Hours
Monday - Friday: 9:00 AM - 5:00 PM
Evening and weekend appointments available by request
Preferred Language
English & Spanish
What Happens Next?
I'll Reach Out
I'll contact you within 1-2 business days to schedule a convenient time to talk.
We'll Have a Conversation
No pressure, no sales pitch—just a genuine conversation about your situation and goals.
You Decide Next Steps
After our conversation, you'll have a clearer picture and can decide how you'd like to proceed.
Common Questions
Is the initial conversation free?
Yes, absolutely. The initial conversation is complimentary and comes with no obligation. It's an opportunity for us to get to know each other and see if working together makes sense.
How long does the initial conversation take?
Typically 30-45 minutes, but I'm happy to take as much time as needed to address your questions and understand your situation.
Can we meet virtually?
Absolutely. I offer both in-person and virtual meetings to accommodate your preferences and schedule.
Do you work with people outside of Cleveland?
While I'm based in Cleveland, I can work with clients throughout Ohio and beyond through virtual meetings. Location isn't a barrier to getting the clarity you need.
What if I'm not sure what I need?
That's completely normal and exactly why we start with a conversation. Many people reach out feeling uncertain about their financial situation. We'll work together to bring clarity to what you need.
Prefer to Call or Email?
Feel free to reach out directly—I'm here to help however works best for you.