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Experience

With a focus on holistic wealth management, I strive to serve as a personal CFO to high-net-worth individuals and families, helping them achieve their short-term and long-term financial goals through a customized financial plan. My objectives are to develop and meet their goals through comprehensive planning strategies, ranging from portfolio construction and personal income tax planning to generational estate planning and charitable giving.
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I’ve flown a plane and always said if I didn’t pursue wealth management, I would’ve enjoyed being a pilot; which is surprising to people because I’ve recently developed a huge fear of flying.

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