PERSONALIZED FINANCIAL PLANNING
Reduce Taxes | Invest Smarter | Optimize Income
- - - - - - - -
Welcome! After spending many years as a Financial Advisor in Corporate America, it became crystal clear that companies focus on their bottom line, their shareholders, and their success.
In 2020, I set out to change that dynamic. Today, as a financial planner, investment manager, and speaker, I remain laser-focused on my clients, their results, and their success and steadfast in my commitment to helping exceptional people live extraordinary lives.
I'm thrilled that you're here and look forward to getting to know you. I'm excited to be part of your journey!
Get to Know Me >>
I believe that earning your trust begins with taking the time to get to know you -- your values, priorities, and passions. This insight gives me the ability to create a Private Client experience tailored to you and only you. Then, as our relationship deepens, I collaborate with your other professional to surround you with a team of expert advisors that synchronize all the moving pieces in your life and provide support whenever and wherever you need it.
A personalized & holistic experience centered on you -- your values, passions, and priorities.
A transparent fee schedule that's simple and easy to understand.
“Fiduci-what?" Simply put, I follow the highest ethical and legal standards in protecting your financial interests
My priority is helping you take care of yourself and your family. I want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
BUSINESS FINANCIAL SERVICES
COMPREHENSIVE FINANCIAL PLANNING
TAX STRATEGIES & PLANNING
MANAGING EQUITY COMPENSATION
ESTATE & LEGACY PLANNING
RISK MANAGEMENT / ASSET PROTECTION
Has your financial situation changed, but the advice you're receiving from your advisor(s) hasn't?
Whether you've chosen the path of Private Practice or Academic Medicine, have peace of mind knowing your wealth is professionally managed and at an established institution.
In addition to my core client base, I specialize in helping current and former employees from: