I am part of a team of wealth advisors and associates, and we collaborate to manage relationships with a select group of clients. Our clients include retirees, C-level executives, small business owners, and various other high-net-worth individuals and families who seek to protect and ...more

I am part of a team of wealth advisors and associates, and we collaborate to manage relationships with a select group of clients. Our clients include retirees, C-level executives, small business owners, and various other high-net-worth individuals and families who seek to protect and prudently grow their wealth. I work closely with them and engage with their other trusted advisors, such as estate planning attorneys, accountants, and insurance professionals, to establish a holistic view of their financial lives. With this perspective and the support of my team, I create and execute each client’s customized plan that addresses a broad spectrum of financial planning issues and outlines investment objectives and corresponding recommendations.less