Professional Wealth Management You Can Trust

Like you, we understand how demanding your personal and professional life is.  Whether you are a medical professional, a business owner, a pre-retiree or professional athlete, entrusting your hard-earned savings to someone is an important decision.  We realize that trust takes time to build and we respect your need to feel comfortable in your decision to have us manage your wealth.  Because, at the end of the day, this allows you to spend time doing what's most important to you and your family.

Quick Intro

Having worked as a Physical Therapist in a multidisciplinary Sports Medicine facility, I loved working with clients who strive to excel. My role was to ensure my athletes were in peak condition so that they could perform at an elite level.  As a Financial Advisor, my clients are successful business owners, healthcare professionals, lawyers, engineers, pro athletes, and pre-retirees who wish to reach that elite level of financial excellence.  Acting like your personal CFO, I guide you through various aspects of your financial affairs. My job is to make you feel confident that you will meet your financial goals.

Step One

The first step in us working together is ensuring your comfort with me and my team. Our goal is to understand your unique situation and what you would like to gain from working with us. Together we will create a personalized financial road map designed to meet your goals.

Step Two

From print media, social media, television, and beyond, it is easy to become overwhelmed by the amount of social and economic news available to you. My job is to sift through that information and present it to you in a way that is both understandable and relevant to your personal situation. We will use the information collected to create the best portfolio to meet the needs of you and your family.

Step Three

My team and I will do all that we can to ensure your financial success. Our team consists of experts from fields such as Wealth Management, Financial Planning, and Estate Planning, allowing us to provide you with a holistic approach to managing your wealth. By ensuring all of your bases are covered, we are able to give you peace of mind in knowing that you are on track to achieving your goals.

Next Step

Contact us to set-up a meeting and together we will create a plan that meets the needs of you and your family.