Every advisor has a different perspective. With respect to Our approach…

 

The primary focus of my business is on providing…

a comprehensive Wealth Management approach

  • that incorporates personal financial planning, insurance, and Will and estate planning, etc.
  • a team-based approach, leveraging the particular skills of each team member.
  • we are focused on guiding you through every stage of your life.
  • the importance of managing controllable risks.

 

Among the individuals and families I work with…

a large number of my clients include:

  • retirees looking to maximize after-tax income.
  • pre-retirees focusing on building their nest-egg.
  • health care professionals.
  • lawyers, accountants, engineers.
  • agricultural families and their wealth planning needs

I have particular expertise guiding institutional clients, including:

  • philanthropists looking for creative ways to enhance their legacy to chosen charities.
  • foundations and not-for-profits with investment management needs under specific guidelines.