A plan for today, tomorrow and generations to come

In 1983 I watched my parents both lose their positions with large corporations due to mergers and restructurings. Although not an easy time for our family, my parents weathered a tough recession and went on to successful careers with other companies. I experienced first-hand the stress and anxiety that comes with unexpected life events, and I saw that planning for unexpected (and expected) events mitigates much of that stress.

I became a financial advisor in 1997. My focus is on helping clients to get more structure and control over their finances. I incorporate Goals-Based Wealth Management –an in-depth, yet simplistic approach that segments clients' portfolios based on goals and the timing of those goals, rather than a type of asset. I work with clients in areas of retirement planning, financial goals analysis, stock option planning, and cash flow analysis. I work with my clients' important partners such as attorney(s), and CPAs to make sure that my clients have an efficient business plan that is connected on all fronts.

Events such as job change, death of loved ones, sickness or disability, inheritance, education funding, marriage, divorce, sale of business, and transitioning to retirement are just a few of the things that I have helped my clients plan for and deal with during my career. My involvement with all of these different types of life changing events, through some of the most tumultuous market cycles, has made me much more connected to what my clients are going through, and I am a much better advisor because of this experience.

The clients I service are corporate executives, successful retirees, high level professionals, and small business owners.