I work with individuals and families who’ve spent their lives building their businesses and wealth. I pride myself on helping them develop and maintain a holistic financial plan that meets their long-term goals, wants, and needs. My clients include business owners, executives, and retirees who wish to ensure their financial future while also planning for the next generation (and beyond). I specialize in portfolio construction, tax optimization, and estate planning, as well as developing comprehensive intergenerational wealth management strategies.
Experience
My passion for fly fishing has exploded in the past decade. I’ve built several rods for myself, friends, and family, and tied hundreds of flies.