I bring extensive financial planning and investment experience to help guide you down your path.

Our services.

Financial Plans.

I run hypothetical scenarios with many variables to help you compare potential outcomes of pursuing different financial strategies.

Investing.

Whether you are saving toward retirement or accumulating wealth for any other goal, I can help evaluate the risks and compare your options in your attempt to reach any given goal.

Business Succession Planning.

People who have built a successful business are savvy enough to recognize the need for exit strategies and succession planning. I am experienced in helping clients plan for the future sale or transition of a business.

Estate Considerations.

Major unintended consequences can occur in the absence of proper estate planning. I assist our clients in recognizing estate planning considerations that may impact their situation and connect them with resources to ensure their wishes get properly carried out at their passing.

Tax Considerations.

I strategically assist our clients by considering their full financial picture, including tax ramifications, when providing investment and strategy advice. I collaborate with CPAs and attorneys to ensure your team has taken many possibilities into account when crafting your custom financial strategy.

Philanthropy.

I know the many approaches to being financially philanthropic throughout life and at death can be confusing. I help clients understand the different means for supporting charitable causes, the vehicles for gifting in the ways most meaningful to you, and the strategies for maximizing tax advantages.