My days are spent reaching out to individuals and families who can benefit from our unique philosophy, and fee-only structure, while also working with my existing clients to achieve their financial goals. At Gratus, we are financial advocates, working on behalf of a select group of individuals ...more

My days are spent reaching out to individuals and families who can benefit from our unique philosophy, and fee-only structure, while also working with my existing clients to achieve their financial goals. At Gratus, we are financial advocates, working on behalf of a select group of individuals and families to provide the preferential treatment they seek while delivering a comprehensive, proactive approach to financial planning—from investment and cash flow analysis to tax strategies and estate planning. We understand the sensitive nature of the service we provide you. We structure our relationships around personal attention and responsiveness, accuracy is demanded and our advice is always thoughtful and well researched. We provide research, ongoing market analysis and insight, proactive communication, frequent review of investors’ objectives and opportunities, and the intellectual horsepower to evaluate ancillary financial issues and decisions while finding ways to provide thoughtful service. I specialize in finding the right opportunities so that we can continue to grow our client base with more clients who are a great match for our firm and will benefit from our specialized approach to wealth management.less