In Person Advisement, Virtual Advisement
Comprehensive Financial Planning, Investment Management, Retirement Income Planning
I’ve earned the following designations: Certified Financial Planner, Certified Private Wealth Advisor, and Certified Exit Planning Advisor.
I proudly serve clients with more complex needs which includes:
-Employee stock options and executive compensation
-Small business owners who are in business for over five years
-High earning individuals and couples
-Pre- and post-retirees within 10 years of retirement