As a financial advisor I look to provide financial advice and guidance helping clients plan to build and preserve their wealth for themselves and their families. My goal is to inform clients and help simplify the complexity that can exist around financial planning, investment management, tax and insurance strategies as it relates to their diverse needs, goals and concerns.
In addition to the financial services industry my prior experience includes institutional capital markets. I believe my experience contributes to helping families, individuals and businesses navigate the financial planning and investment management process. My goals-based approach can allow for a better understanding of financial planning and investment strategies.
By leveraging my experience, looking to provide a disciplined approach to financial planning, exercising a team mindset and working together with Landing Point Financial Group I believe I can help clients simplify their financial lives and joyfully steward their resources.