My goal is to help people understand their complete financial picture so they can make the best possible decisions and achieve the highest levels of independence and confidence. Listening carefully to my clients’ needs, working at their pace, and providing a safe environment for them to ask questions allows me to create financial plans customized to their unique concerns and desires.
As Director of Investments and leader of the Private Client Group at Strategies for Wealth, I provide strategic, broad-based investment insights and advice to hundreds of clients through a highly integrated approach. The firm’s culture of service aligns well with my lifelong commitment to serving others first.
My fascination with financial markets and entrepreneurship started when my grandfather, a self-made man, used to take me to the corner brokerage shop to watch trading in action. I’ve applied those early lessons throughout my career, deepening my expertise in investment strategy to educate and inspire others. A sought-after speaker at many industry conferences, I also serve on the Advisory Board of BlackRock and Park Avenue Securities. You can hear my in-depth perspectives on the market during my monthly webinar series, Navigating the Markets.
When I’m not meeting the needs of my clients, you’ll likely find me doing one of two things: spending time with my family or making music. Interacting with my adult children and seeing the world through their eyes is one of my greatest blessings. An avid drummer, I enjoy playing all genres of music, especially jazz.
Are you ready to have a conversation about your financial hopes and dreams? If so… drum roll, please… I’m ready to listen.