Our goal is to deliver an exceptional client experience by leveraging both extensive planning and investment experience, as well as the latest in technology innovations in the financial services industry. As our client, you will experience a level of service and personalized dedication unlike other financial services firms. Our financial plans and investment portfolios are custom-tailored to each client’s needs, and you will have access to your financial advisor, your financial plan, and your investments to suit your schedule. We’re constantly evaluating new technology to make our processes, plans, portfolios, and services better and more accessible for our clients.
We are focused on providing an exceptional client experience, and we believe that our clients deserve these fundamental tenets:
"I have personally experienced the challenges of divorce, the sudden and debilitating loss of a child, the health declines and associated cost of care for an aging parent, as well as the growth plateaus and challenges of building a business – and the gut-wrenching decision to shutter that business during The Great Recession. These are the reasons I do what I do as a Financial Planner and Advisor.
I work closely with my clients in the areas of financial planning, investment management, insurance and risk management, tax and estate planning, business growth and succession strategies, philanthropy, family governance, and legacy planning. I strive to collaborate with my clients in creating the plan to achieve their dreams while helping them prepare for and recover from the inevitable disappointments and disasters in life. I want to be that partner who helps others weather those storms better than I have – I’ll handle the financial aspects so you can focus on yourself, your family, and your emotional well-being. I’ve found that my background in Psychology helps to create a deeper connection and empathy with my clients as we partner together in achieving their life goals.
I have particular experience in working with business owners and other top earners to help maximize their accumulation strategies and coordinate an efficient exit strategy. Business owners and top executives have a dual planning problem – how to drive continued growth in the company while also building personal wealth and protecting it for their family. Their tax and estate challenges cross the lines between business and personal, and those areas must be navigated with dexterity and deep knowledge.