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Experience

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.
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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.

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