I am grateful to serve a wonderful group of clients who find great value in thoughtful, strategic, financial counsel. Through the years, I have been blessed to serve individuals who are exceptionally good at what they do. Business executives, physicians, surgeons, management consultants, diligent lifetime savers have all placed their trust in me through the years.
My joy is found in learning their stories and understanding their unique, often challenging, paths to success. Gaining an understanding for their strengths and weaknesses and working with them to craft a plan towards financial independence – while keeping their personal and family values at the forefront – brings me tremendous satisfaction, honor and humility.