Experience
I specialize in providing holistic wealth management services to high-net-worth individuals and families. By acting as my clients' personal CFO, I provide independent and objective advice. Clients appreciate my deep understanding of today's unpredictable investment environment as I help them accomplish their financial goals and objectives with a calm, methodical approach.
I utilize my 25 years of experience to help clients with investment strategy development and monitoring, including income tax planning, estate planning, charitable giving, and wealth transfer strategies. Most recently, I assisted clients with taking advantage of the unique wealth transfer opportunities that are currently available.
As a member of PMFA’s Investment Strategy committee, I also provide high-level direction on the structure and implementation of our clients’ investment portfolios.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
