I believe wealth management begins with a holistic approach. Before you can move forward with an investment plan, you need to have a comprehensive understanding of your client, their family and their goals. Being able to tie together a client’s financial budget, helping them plan for their ...more

I believe wealth management begins with a holistic approach. Before you can move forward with an investment plan, you need to have a comprehensive understanding of your client, their family and their goals. Being able to tie together a client’s financial budget, helping them plan for their children’s education, evaluating their financial risks based on their profession and family needs, preparing them for a sustainable retirement, and making sure they have an estate plan in place is the foundation for creating an investment plan that is personal to their needs. It is my goal to create synergy between a client’s personal and financial goals to ensure their assets are invested to reflect those goals. In November of 2012, I co-founded Elmwood Wealth Management, based on the principal that each investment plan for a client should be based on their unique circumstances. Following our comprehensive approach to wealth management, we focus on making our clients' financial lives easier while helping them build and preserve their wealth. Specialties: Retirement, education, estate and lifestyle planning. As a former CCO, I have expertise in Registered Investment Advisor Regulatory Compliance.less