Quality of personalized service is the fundamental principle that drives everything I do. My practice is limited to a select number of clients and their families, so I may deliver the dedicated time, attention and service they each deserve. You’ll find that whatever your goals are, I am committed to the following core tenets:
EXPERIENCE
For several years I have been working with affluent families to help them solve problems. I focus on helping people whose lives are in transition; specifically, individuals entering retirement, business owners selling their business, as well as those managing a life-changing event like the loss of a spouse or a divorce.
INSIGHT
My experience and insight help map out innovative, forward-thinking strategies to help achieve your specific objectives. I am committed to professional development, attending seminars and workshops and working towards advanced industry certifications. This enables me to remain on the forefront of some of the most effective strategies, while continually striving to create a more powerful client experience.
ACTION
Even the best strategy can be ineffective without focused, decisive action. That’s why my custom-created recommendations are clearly outlined with rationale and action steps. To help your strategy stay on track, I set timelines and meet with you regularly to measure progress and make any necessary adjustments.
When you invite me into your life to care about you and your family’s future, I take that trust very seriously. It is this openness that facilitates a high level of clarity and guidance. In return, you may spend less time thinking about your finances, and more time doing those things that matter most to you.
Services Include
- Financial Planning
- Sustainable Investing
- Wealth Management
- Retirement Planning
- Estate Planning Strategies
- Business Succession Planning
- Divorce Financial Analysis
- Long Term Care Insurance
Securities Agent: AZ, MT, VT, ID, PA, NM, NV, CA, TX, SC, NY, GA, FL, AK, OH, NC, MI, IA, UT, TN, CO, NE, WA, VA, OR, HI; General Securities Representative; Investment Advisor Representative
NMLS#: 1735612
CA Insurance License #: 0L95131