Broker Check

Mission Statement

WHAT I DO

We enjoy advising and working with business owners & their employees, individuals and families in the creation and implementation of strategies that work toward specific goals set together by following a defined process. No matter the objective, we take the time to quantify each goal and develop a strategy toward accomplishing it. I also coordinate and work in tandem with my clients’ other professional advisors (i.e., CPAs & Attorneys).

WHY I DO WHAT I DO

My goal as your trusted advisor and our firm vision is to “…Serve first, last and always.” (SM) The reason I develop deep relationships with clients and make it a priority to deliver results is rooted in my desire to have a positive impact on all aspects of my clients’ financial lives. I do what I do, because I believe positive relationships are developed through delivering services in a way that are process oriented (vs. product oriented) and ultimately more meaningful. My career has provided me with exposure to a broad range of operational, financial, and managerial issues.

HOW I DO WHAT I DO

My areas of specialization include financial modeling for affluent families and business owners as well as for individuals who are preparing for or living in retirement. Specific areas of focus are: Wealth management strategies, diverse asset allocation strategies, transfer strategies, estate & legacy planning from a cross disciplinary standpoint, portfolio guidance and construction; and high-level financial assessments designed to define your current situation in relation to your vision, values and goals.