I am a financial advisor with a Chartered Retirement Planning Counselor (CRPC™) designation with over 31 years of experience in the financial services industry. I have experience working with high net-worth individuals and focus on developing strategies to help clients preserve and grow their wealth over multiple generations while creating a lasting legacy.
My approach to wealth management is consultative, objective and committed to excellence. First, I take the time to listen to and review client financial situations, preferences and goals. Second, I offer recommendations for asset allocations designed to reflect each client’s income and growth expectations. And third, I follow up with discussions covering a wide range of opportunities, including investments and retirement strategies, estate planning services and philanthropy.
My mission is to develop wealth management strategies and proactively monitor them to help give clients the best chance of achieving their goals. I strive to provide clients with premier customer service and robust financial tools to assist them in pursuing their personal and financial goals. I look to act with honesty and integrity, and I want each client to be proud to recommend us to family and friends.