As a Wealth Advisor and CEPA® (Certified Exit Planning Advisor), I specialize in helping business owners and entrepreneurs build personal wealth and prepare for financial freedom — both during their careers and when they transition out of their businesses.

At Goldsberry Wealth Strategies, I work closely with clients to design personalized financial plans that align their business success with their personal financial goals. Whether it's setting up the right 401(k) plan, planning for retirement, or creating strategies for a future exit, my focus is on protecting and growing your wealth outside of your business.

As a small business owner myself, I understand the challenges — and opportunities — that come with building something from the ground up. I bring that perspective into every client relationship, helping you make smart financial decisions today that support your bigger vision for tomorrow.

If you're a business owner looking to build, protect, and ultimately enjoy the wealth you’ve worked hard to create, I would love to connect.