I am a CERTIFIED FINANCIAL PLANNER™ with 11 years in the wealth management industry ranging from boutique investment advisory firms to a conglomerate like Goldman Sachs. Combining a personalized flexible approach with extensive resources is how I've harnessed the finest attributes of these distinct ...
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I am a CERTIFIED FINANCIAL PLANNER™ with 11 years in the wealth management industry ranging from boutique investment advisory firms to a conglomerate like Goldman Sachs. Combining a personalized flexible approach with extensive resources is how I've harnessed the finest attributes of these distinct worlds at Farther. I take pride in understanding what really moves you and how I can make a significant impact in your life. I don't sell products for commissions. I am a fiduciary through and through - a Michelin-Star meal for the price of a sandwich and salad.
With this being said, I will be maximizing my capacity to allow for this continued flexible approach where I have time for my clients, so get in while you can.
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