I love the discovery process and learning about what fulfills each person I work with. My purpose is helping them define their purpose and success on their terms. Those become the primary ingredients in curating their holistic financial strategy. My practice is highly sought after based on my unique qualifications in complete wealth strategies, but I certainly don't do it in a vacuum.

You may have heard of a "virtual family office" before, and not really known what that encompasses. A virtual family office is a clients team of professionals from multiple disciplines, including attorneys, CPAs, and agents who work in cohesion to serve affluent individuals and families.

I collaborate with my client's professionals to help create a seamless and holistic financial experience. I help facilitate this through careful and well-defined governance; an aligned investment philosophy among all who participate; and a repeatable and scalable process. I coordinate meetings of my client's team at least annually to update their plan and help ensure continued cohesion. Clients tell us this helps them feel understood, secure, informed and in control.

Your team of trusted advisors, shouldn't compete, they should collaborate. You can expect unbiased guidance and client confidentiality from me. The desire to provide a more comprehensive approach than any one professional could do alone, mitigate conflict of interest, and do this more cost-efficiently is the reason I collaborate in this model.

My practice is tailored exclusively to affluent clients with sophisticated needs. I have pursued extensive training in two areas of focus:
1. Professional athletes, coaches and entertainers. I am an NFLPA Registered Player Financial Advisor.
2. Entrepreneurs and business owners with exit planning needs and executive compensation structures. I hold the Certified Exit Planning Advisor® (CEPA®) designation and the CERTIFIED FINANCIAL PLANNER™ certification.

I am honored to partner with clients throughout their lives by helping them not only plan for the expected but prepare for the unexpected – with a strategy that's positioned for both.

Focus areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Intergenerational Planning
  • Employee Stock Options
  • Business Retirement Plans
  • Estate & Legacy Strategies

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Golfing
  • Sports Enthusiast
  • Dancing

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 02:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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