As a financial advisor, I specialize in family wealth management. I want to understand what is important to you--what your goals are and where you're headed. I use an established process to build a highly personalized strategy to help you achieve your goals. While you're on your way to achieving those goals, I partner with you and your CPA, attorney and other professionals to help you stay on track.
Whether you need to save for a child’s college education, reduce taxes, plan for retirement, or leave a legacy, I can help.