With over 15 years of experience in the financial services industry, I am a wealth advisor at GHP Investment Advisors, a family office for the millionaire next door. My core competencies include wealth management, financial planning, tax and business advisory, and client relations. I am passionate ...more

With over 15 years of experience in the financial services industry, I am a wealth advisor at GHP Investment Advisors, a family office for the millionaire next door. My core competencies include wealth management, financial planning, tax and business advisory, and client relations. I am passionate about helping clients achieve their financial goals and dreams, while providing them with a one-stop shop for all their wealth management needs. I bring diverse perspectives and experiences to the team. As a wealth advisor, I work with a wide variety of clients, from individuals and families to businesses and non-profits. I provide them with customized and comprehensive financial solutions, integrating investment management, financial planning, tax and business advisory services. I also coordinate and communicate with other financial service providers, such as attorneys, CPAs, insurance professionals, etc., to ensure that the clients receive the best possible service and advice. I leverage my communication, customer relationship management, and client relations skills to build trust, rapport, and loyalty with the clients, and to deliver exceptional results and satisfaction.less