My approach is straight-forward.
I strive to re-imagine conventional financial wisdom with something bolder. When your financial strategies break free from convention, extraordinary results can happen.
It is my mission to ensure your greatest wealth potential. As your financial advisor, my planning process examines every area of your financial picture, integrating each facet into a comprehensive strategy unique to you. We work together to bring efficiency to your financial decisions. We aim to reduce risk, reduce costs, and capture more money for you so that you will have more – more wealth, and more protection against the threats to your wealth. But it doesn’t stop there. I check and recheck your progress and performance at every turn. And I am continuously innovating, researching, and investing in incremental improvements and strategies so that you will always be at the forefront of current financial design.
Core Services Offered:
- Personal Financial Planning
- Family Business Planning
- Insurance Planning
- Investment Management
- Retirement Income Strategies
- Wealth Preservation Strategies
- College Education Strategies
- Life Insurance
- Disability Insurance
- Health Insurance
- Long-term Care Insurance
- Group Benefit Plans
- Estate Planning
- Business Succession Planning
- Buy-Sell Agreements
- Fee-based Planning
Professional Designations:
- Certified Financial Planner™ practitioner (CFP®)
- Chartered Financial Consultant (ChFC)
- Chartered Life Underwriter (CLU)
- Registered Health Underwriter (RHU)
Education:
- Diploma, The Hotchkiss School
- Bachelor of Arts, The Johns Hopkins University