I help MedTech professionals maximize their benefits, reduce their taxes, and plan for financial freedom. As the Founder, Managing Partner, and Senior Financial Advisor at Perspective 6 Wealth Advisors, I lead a team of dedicated wealth managers who provide comprehensive and personalized ...more

I help MedTech professionals maximize their benefits, reduce their taxes, and plan for financial freedom. As the Founder, Managing Partner, and Senior Financial Advisor at Perspective 6 Wealth Advisors, I lead a team of dedicated wealth managers who provide comprehensive and personalized financial planning and investment management services to our clients. In 2023, I launched a podcast to speak directly to MedTech professionals addressing their unique benefits and finances. The MedTech Wealth Advisor Podcast aims to educate MedTech on the options available to them, so they can achieve financial freedom. As a CERTIFIED FINANCIAL PLANNER™ (CFP®), Accredited Investment Fiduciary® (AIF®), and Equity Compensation Associate (ECA), with over 20 years experience, I specialize in helping our clients navigate the complex and evolving landscape of equity compensation, retirement planning, portfolio management, and income tax minimization. I also leverage my experience as a private equity investor to offer strategic insights and guidance on business succession, valuation, and exit planning. My mission is to empower our clients to achieve their financial and personal goals with confidence and clarity. Perspective 6 Wealth Advisors is an investment advisory team representative with Savvy Advisors, Inc. (“Savvy Advisors”). Savvy Advisors is an investment advisor registered with the Securities and Exchange Commission (“SEC”). Perspective 6 Wealth Advisors is used as a marketing name only and is not separately registered. All advisory services are offered through Savvy Advisors.less