As a Wealth Advisor, I help business owners, corporate managers, attorneys, professional and NIL athletes, and entertainers make confident, informed decisions about their wealth. My focus is on simplifying complex financial lives through thoughtful planning, disciplined investment strategies, and a ...more

As a Wealth Advisor, I help business owners, corporate managers, attorneys, professional and NIL athletes, and entertainers make confident, informed decisions about their wealth. My focus is on simplifying complex financial lives through thoughtful planning, disciplined investment strategies, and a proactive approach to long-term success. My role is to serve as a central point of coordination across their financial ecosystem, ensuring their wealth strategy aligns with both personal and professional prioritiesless