“I build relationships with individuals and small businesses to help them achieve long-term financial peace of mind.”
The idea that “life is a marathon not a sprint” resonates strongly with me. Working with individuals and small businesses to build financial peace of mind requires the same level of discipline and careful long-term planning that I use when running marathons. By combining decades of financial experience, analytical thinking, and compassion, I help my clients create financial plans strong and nimble enough to withstand life’s most unexpected moments.
My purpose is to give people the guidance and confidence they need in their financial lives so that they can focus on what’s most important in their overall lives. To do so, I spend a lot of time getting to know their individual goals and dreams—well beyond their personal balance sheets.
When I’m not strengthening relationships with my family of clients, I’m staying physically fit—hiking with my wife and two children, competing with my CrossFit community, or training for my next marathon.
I feel privileged to help so many people prepare for the best and worst moments in life. If you’re interested in learning more about my approach, please contact me at (914) 288-8952 or firstname.lastname@example.org.