Insight-based advice

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I work as a financial advocate for clients providing financial advice and guidance with the goal of connecting the human side of money to their financial and investment plans. My mission is to help provide clients with the most transparent path to wealth creation and preservation, to simplify investing and planning, freeing clients to take tangible action steps that strive to maximize a family's enjoyment of their wealth.  I focus on working with Pharma/Biotech/Life Science/Tech executives along with individuals dealing with complex financial issues surrounding divorce.

I am a Certified Financial Planner™, a member of the Institute for Divorce Financial Analysts, a holder of the Certified Divorce Financial Analyst™ credential, as well as a member of the Financial Planning Association, FPA®.  I pride myself on crafting customizable planning & investment strategies built for today's new environment.

• Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• CERTIFIED FINANCIAL PLANNER®
• Certified Divorce Financial Analyst

• CA
• DC
• DE
• FL
• GA
• IL
• MD
• NC
• NJ
• NY
• OH
• OR
• PA
• SC
• TN
• TX
• VA

For me, retirement planning means more than providing my clients with investment advice. It means helping them maintain the financial independence they've worked for their whole lives to achieve.  It means striving to ensure they have the means to pursue what's important to them.  And it means understanding them as people with unique goals, values, and circumstances that determine the strategies I develop on their behalf.

My consultative process begins with an in-depth discussion of your current finances and future objectives. We will address issues you might have overlooked that can have a significant impact on your ability to retire as planned. Finally, we will determine how we can help you adjust your investment strategy as necessary to accommodate changing conditions and meet any unforeseen expenses and income demands that may arise during retirement.

• Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Chartered Financial Consultant
• CERTIFIED FINANCIAL PLANNER®
• Portfolio Manager

• AZ
• CA
• DC
• DE
• FL
• GA
• IL
• MD
• MI
• MS
• NC
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• NY
• OH
• OR
• PA
• SC
• TN
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• VA
• WV

Many business owners have a similar long-term plan: work hard to build my business and use it to build financial security. This plan by itself doesn’t work without careful planning and attention to detail. I work with my clients to develop tailored financial and investment strategies to help them achieve their goals. The reason my clients are successful is a combination of three ideas: a focus on you and your goals; creation of a core strategy; and ensuring you understand and believe in your strategy.

When we spend time to develop a strategy, you become as passionate about what it will take to achieve your long term goals as you have been about building your business.

• Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.