One of the best aspects of this industry is the opportunity to work with so many different, interesting, and truly great people. I do not believe in account minimums, but rather that everyone should be able to have access to a financial advisor. I will consult with anyone regardless of their net worth and offer an honest opinion as to whether they may be better served elsewhere.

The majority of my clients are individuals who are actively looking to grow their wealth, those who have accumulated wealth and planning for retirement, and affluent families looking to transfer wealth across generations in the most tax-advantaged ways possible. I also work with businesses and business owners seeking strategies that help reduce costs and tax liabilities.