Defined Capital

My team and I help streamline finances for busy medical professionals, business owners and federal employees through comprehensive financial planning and asset management.

We are experts on the unique needs of these professionals and advise on areas of retirement, college planning and investments.

As independent Certified Financial Planners, my team provides unbiased advice and recommendations that have the clients'​ best interests at heart. People deserve the highest fiduciary standards that only an independent CFP® professional who is not tied to any investment firm, bank or insurance company can provide.