As both an attorney and a CERTIFIED FINANCIAL PLANNER™, I understand the unique financial complexities that come with practicing law. From irregular income and partnership structures to buy-sell agreements and retirement planning, attorneys face challenges that demand more than a cookie-cutter ...
more
As both an attorney and a CERTIFIED FINANCIAL PLANNER™, I understand the unique financial complexities that come with practicing law. From irregular income and partnership structures to buy-sell agreements and retirement planning, attorneys face challenges that demand more than a cookie-cutter approach.
I help legal professionals gain confidence around unpredictable income, save valuable time so they can focus fully on their practice, and feel confident knowing their financial world is coordinated and aligned. By blending my legal background with decades of experience in strategic planning, risk management, and investment design, I seek to provide attorneys with clarity and a structured plan for building long-term financial security.
If you’re an attorney looking for an advisor who speaks your language and understands the demands of your profession, let’s connect for a consultation and explore how I may be able to help you bring clarity, structure, and confidence to your financial future.
Before joining Winthrop Wealth in 2016, I spent two decades as a professional market maker, honing my skills in trading, risk management, and strategic planning. Today, I use that substantial experience to help attorneys and business owners develop comprehensive financial plans that seek to define cash flow needs, optimize account structures, and integrate tax mitigation strategies. From there, my investment team and I design diversified portfolios based on long-term methodology, prudent risk management, and disciplined security selection.
less
