Starting my career in 1995, I bring significant experience in wealth management and financial services to Farther. Driven by a shared mission of client-focused service, I joined Farther in 2024 to expertly guide clients toward their financial goals - demonstrating this commitment through my ...more

Starting my career in 1995, I bring significant experience in wealth management and financial services to Farther. Driven by a shared mission of client-focused service, I joined Farther in 2024 to expertly guide clients toward their financial goals - demonstrating this commitment through my past experiences, co-founding RS Wealth Management in 2011 and financial advising for 15 years prior. We focus on four key areas: 1. Market Condition Based Approach: Today’s typical buy-and-hold investing model can lead to significant losses that may take an extended period to recover from. In contrast, a market condition-based approach emphasizes capitalizing on favorable market conditions while actively mitigating risks during unfavorable ones. This strategy enhances the probability of success by thoroughly analyzing market trends, investor sentiment, and geopolitical events. 2. Key Performance Indicators (KPI) - What We Measure: Do you measure your success? We believe in measurable results. We implement specific formulas so you can have an objective view of your financial progress year over year. These metrics, including your annual savings rate and withdrawal rate, debt levels and payoff timelines, net worth movement, and investment returns, empower you to compare your short-term activities to your long-term results. 3. Comprehensive Tax Analysis: We take a proactive approach to tax planning by conducting a comprehensive tax analysis designed to identify and review effective tax minimization strategies. These strategies are tailored to your specific financial circumstances and are implemented in conjunction with your tax advisor to optimize your overall financial return. 4. Opportunity over Consumption based Estate Planning: The unfortunate truth is 70% of inheritances are gone by the second generation. We concentrate on establishing a family enterprise that enhances investment opportunities for heirs, rather than lump sum distributions at death. The family enterprise ensures that your wealth benefits heirs not only through the second generation but also future heirs for years to come. My life has been deeply shaped through my experiences in marriage and fatherhood, standing by my youngest son’s side through his battle with Ewing’s Sarcoma, a rare childhood bone cancer. The greatest everyday blessing in my life is remaining the father of a cancer survivor!less