How I Can Help

In order to efficiently hone my knowledge and services, I work with a specific and limited group of clients – namely business professionals, corporate executives of small and mid-sized businesses, and physicians (e.g. orthopedic surgeons, anesthesiologists, obstetricians, gynecologists, critical care physicians, and surgeons). These individuals are at a significant period in their life, both personally and professionally, from expanding their family, to transitioning into retirement, to experiencing an equity event or job promotion. Whether they are already experiencing these events or are preparing for them ahead of time, they are looking for a knowledgeable and respected helper who will be there for them for the long-term.

My goal is to serve as this alliance, offering advice tailored to their specific needs, and education on the complexities of investing, planning, and managing wealth. Before I make any recommendations or build any strategies, I take the time to get to know each client, learning about their family and financial story. This allows me to offer each client personalized service and gain a deep understanding of their situation without the emotional attachment that may lead to inefficient financial decision making. I strive to ensure their finances remain aligned with their vision, helping them stay on track as they pursue their goals.

As my unique group of clients move through life, their financial situations will change. My goal is to help them build and preserve their new level of wealth, maintain a healthy cash flow, and plan for their future financial needs. With a MBA and as the owner of my own practice, I am familiar with the many decisions business professionals and executives face as they manage their wealth and determine appropriate cash flow, investments, and protection strategies. I utilize my own experiences and knowledge to help clients avoid common pitfalls and to overcome hurdles.

I want my clients to understand their opportunities and financial strategies so they can feel more empowered to make decisions and take an active role in their finances. By offering ongoing education and advice, I can help answer the many questions they may face, such as:

• Are my investments working hard enough?
• Can I afford to send my child to college?
• When can I retire?
• How can I build my wealth without taking significant risk?
• Do I have enough life insurance for my family?
• Should I consider long-term care or disability insurance?
• What are the elements of a sound estate strategy?
• How can I create a steady stream of income that will last through retirement?
• How can I get the most out of my 401(k) and/or IRAs?