I am a Certified Public Accountant (CPA), and a holder of the advanced wealth planning designation of Certified Financial Planner®. (CFP®). They are very few financial advisors you may speak with hold duplicate licenses and designations.
With over two decades of experience in providing a wide range of wealth and financial solutions, I have familiarity with many situations, transitions, and events you may encounter in life. I understand when life changes your financial situation and needs can also change. I believe in collaboration with your affiliated professionals such as legal, insurance, trustees and others to be sure all are working together for what you are building - for today and into the future. If you are not certain you have the right people and resources in place to create and maintain a successful financial plan - talk to us!
I don't just view your wealth as something to keep accumulating, but rather as a tool to provide confidence in leading a comfortable and meaningful life and leaving a legacy for your family. Whether it is extensive travel or pursuing other interest, making a, significant contribution to a philanthropic organization, or leaving a large inheritance for the next generation to enjoy, a comprehensive wealth plan can make it happen.