I take a client-first approach, helping my clients navigate through complex and emotional financial decisions, especially those surrounding transitions in their lives.
I primarily focus on three areas and expect one thing in return. I help my clients:
- Simplify and organize their financial lives.
- Develop and implement a strategy that lays the foundation for the financial security they need now and in the future.
- Determine what they want their legacy to be and collectively design a plan to help them reach their goals.
What I ask in return: should my clients have a question on anything financial, I expect to be the first phone call.
My clients deserve an advisor who identifies the various aspects of their financial life and works diligently to uncover possible strategies to maximize the opportunities and minimize the risks. My business model includes working with my clients’ personal advisors, such as their attorney or accountant. Together we can help make sure critical legal and financial areas are seamlessly integrated into a comprehensive investment and wealth management strategy. A well-rounded collaboration is my priority and helps achieve what is in my clients’ best interest.