I bring 20 years of experience as a primary care physician and medical director to financial planning services. I transitioned from the Hippocratic Oath to a fiduciary duty. While I used to help advise my patients about their diabetes and high blood pressure, I now help guide the financial decisions that lead to meeting a family's educational savings goals, a hard-fought retirement and a legacy to be proud of. Backed by a Columbia firm managing $1.8B in client assets, I am blessed to be building a financial practice here in Columbia.
