My job as a wealth advisor is to help my clients solve their most pressing financial and life questions. Areas of expertise: savings strategies for retirement and college, investing based on academic evidence (the right way), transferring wealth amongst generations, protecting wealth (e.g. ...more

My job as a wealth advisor is to help my clients solve their most pressing financial and life questions. Areas of expertise: savings strategies for retirement and college, investing based on academic evidence (the right way), transferring wealth amongst generations, protecting wealth (e.g. proper insurance coverage or titling of assets), retirement income planning, executive compensation, tax planning, Roth conversions, social security, and simply understanding how much risk one should take in their investment portfolioless