PERSONALIZED FINANCIAL PLANNING
Reduce Taxes | Invest Smarter | Optimize Income
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As a Certified Financial Planner® professional and seasoned investment manager, I am laser-focused on my clients, their results, and their success.
I go to work for my clients every day because I genuinely enjoy helping exceptional people live extraordinary lives.
I'm thrilled you're here and look forward to sharing a slice of what I do with you!
Get to Know Me >>
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'm committed to ensuring your financial interests are safeguarded with integrity.
BUSINESS FINANCIAL SERVICES
COMPREHENSIVE FINANCIAL PLANNING
TAX STRATEGIES & PLANNING
MANAGING EQUITY COMPENSATION
ESTATE & LEGACY PLANNING
RISK MANAGEMENT / ASSET PROTECTION
While I offer financial services to a diverse range of clients, my area of deep expertise lies in helping business owners and surgeons navigate their unique financial challenges.