Pursue Financial Freedom
Whether you are saving for retirement or just starting to invest, I'm here to help you work toward your financial goals.
Kolibri Financial Group Will Always Put You First
Honesty, integrity, and trust are the cornerstones of our practice.
A Client Centered Approach
I will provide tailored wealth management strategies to support you and your family.

Financial Sense of Security
Our financial planners will work closely with you to develop a strategy that gives you a financial sense of security. We have your back.

You're Our #1 Priority
Our firm is based on our relationship with our clients, plain and simple. We're here to work with you at every juncture in life.

Working For You, Not Wall Street
We work with integrity and trust for you, not for Wall Street. Your success is our success and we'll work with you at every step.

Our Priority is You.
The way we manage money can shape our lives. We empower you to shape your life on your terms, according to your vision. Working as your trusted partner, we’ll help you create a path to pursue what’s most important to you. We believe in the power of education for joyful living. We offer financial knowledge, valuable tools, and proven strategies to help you make wise decisions for now and for tomorrow.
Resources

Estate Management Checklist

Understanding the Alternate Valuation Date
