Most people have a vision of what they want their financial future to look like, but not everyone has a plan to achieve it. I believe comprehensive financial planning starts with identifying what matters most to you in your life and how your money should optimally align. From there, I build your customized financial plan to make sure your priorities and goals become your reality. This includes investment management, tax planning, estate planning, wealth transfers, and risk management.
I typically focus on corporate executives with complex equity compensation, pre-retirees, and retirees with financial planning, retirement savings, and wealth accumulation. My mission is to help maximize all of your financial benefits so you can do more with your life and your money.
When I’m not in the office, I enjoy staying active and spending time traveling with my wife, Merrill and our pup Reese.
