I’ve learned many things in my work career with the number one lesson being that ideas are easy. It’s execution that makes the difference. I take that lesson and apply it to helping families achieve their financial goals. Execution is how dreams and accomplishments are achieved. My experience in the travel industry as well as my time representing professional athletes has taught me a lot about partnering to develop strategies to achieve goals for my clients.

In 20 years building my practice, I've experienced struggles and pride of building something of value.

When you decide to work with our practice, we start by finding out what's important to you. We use an established process to build a personalized strategy to help achieve your financial goals. Finally, we partner together to help you stay on track. My goals are for you to feel understood, informed, in control and secure.

Who we serve:
We help a select group of families build their financial assets. My practice includes corporate executives, entrepreneurs, business professionals and multi-generational families who desire a strategy to enjoy a comfortable retirement, approach a major life transition or serve future generations.

What we provide:
Solutions-based advice and excellent service
Thought leadership
Strategies to organize, build, protect and transfer your wealth

What we look for in our clients:
Goals driven
Serious long-term investor
Responsive and willing to follow through on our advice

Our Philosophy:
We believe investments should be tailored to your needs and not generically based on guidelines for someone your age or at your stage in life. Whether your goals include preparing for or living in retirement, paying for education, preparing for the unexpected or creating an estate or inheritance, we can offer investment solutions tailored to all your financial goals.

Why me?
I began my Edward Jones career in 2002 as a financial advisor. I offer a unique set of experiences and a depth of knowledge.