As someone who helps families navigate the common pitfalls of retirement planning and life planning, I employ a genuine concern for and commitment to guiding them to their most meaningful lives. By understanding complex issues and concepts and communicating them in a relatable way, I am able to ...more

As someone who helps families navigate the common pitfalls of retirement planning and life planning, I employ a genuine concern for and commitment to guiding them to their most meaningful lives. By understanding complex issues and concepts and communicating them in a relatable way, I am able to help my clients do well by doing good. My success in these areas have come as a consultant and on-staff leader in the investment, equites trading and public policy realms. I have a history of building and overseeing personnel and projects that equal or exceed designated objectives and standards. My expertise include developing and executing programs and initiatives that help my clients maintain and grow their nest eggs and retain their overall independence. Plus, I have a proven performance history of handling tasks from initial planning to final delivery while maintaining budgets and schedules.less