Drawing on 30 years of experience, my financial planning practice focuses on advising executives, business owners, individuals, retirees and multigenerational families. Following a disciplined planning process, my goal is to help create, implement, and maintain comprehensive investment and wealth planning strategies tailored to help meet each of my client’s specific needs, values, and aspirations. My mission is to better preserve, deploy and diversify your wealth in a manner that seeks to ensure your lifestyle and legacy objectives are met now and well into the future.
As a CERTIFIED FINANCIAL PLANNER® and a designated Family Wealth Advisor, we offer a vast array of comprehensive resources to help address and navigate the potential opportunities and unique challenges your wealth presents. I have worked with many clients and their families for three decades and I am committed to making a positive difference in my clients’ lives and take their confidence in me seriously, approaching the relationships with the level of acumen, compassion, and coordination that they deserve.
Serving as a close family financial advisor, we will work together to help you make informed decisions on consequential financial matters, aligning your financial plan and customized investment strategies with your goals, helping you prepare for life’s anticipated and unexpected moments.
Outside of work, I enjoy spending time with my family and watching my two boys play college lacrosse. My home also brims with several pets, including two rescue animals.
Services Include
- Wealth Management
- Professional Portfolio Management
- Retirement Planning
- Asset Management
- Business Planning
- Estate Planning Strategies
- Executive Financial Services
- Business Succession Planning
- Financial Planning
- Planning for Education Funding
- Planning for Individuals with Special Needs
- Cash Management
- Endowments and FoundationsFootnote11
- Lending Products
- Life Insurance
- Long Term Care Insurance
- Sustainable Investing
- Trust Accounts
- Trust Services*
- Wealth Consulting
Securities Agent: WV, WA, VT, VA, TX, TN, SD, SC, PR, PA, OR, NY, NV, NM, NH, NE, NC, MO, MN, MI, ME, MD, MA, LA, KY, NJ, KS, IN, IL, OH, HI, GA, FL, DE, DC, CT, CO, UT, CA, AZ, AR, WI, AL; General Securities Representative; Investment Advisor Representative
NMLS#: 1278719
AR Insurance License #: 726173