Wealth, like health, requires great care and respect to serve us well throughout our lives. With 25 years of investment and financial planning experience, my satisfaction lies in providing clients advice and strategies that relate to their personal situation. My additional work experience in education, leadership, management, business development brings breadth to our collaboration and exchange with clients. My formal education in engineering coupled with a lifetime avocation in philosophy blends the art and science of wealth management.
Creating order, clarity, and sustainability in our finances allow us to do more – and enjoy more. As a practicing estate planning attorney, my legal background brings an added perspective to the planning and strategizing that we offer clients. My 15 years in investments and planning augmented by my experience directing employee benefit planning assist in unraveling the complexities of retirement planning. I continue to cultivate my creativity and am often seen with my camera.
Wealth management is a collaborative process—and both an art and science.
As art, it encompasses the human experience of relationships and preferences.
As a science, it speaks to the quantifiable required in investments and planning.
Our in-depth planning approach extends into every area of life-impacting financial wellbeing. As a living map building context around your...
Investments play a central role in wealth management. Invested money is the engine for potential wealth growth. In the context...
Retirement planning is the most crucial element in every comprehensive plan—it identifies sources of income when we are no longer...
We integrate tax planning into your overall financial plan by incorporating tax minimization strategies and tax-sensitive investments. Taxation erodes investment...
Estate planning—the preservation and transfer of your wealth—is an integral part of wealth management. Beyond transferring assets as you wish,...
Life happens… We help identify the risk in your wealth management strategy that threatens financial sustainability. We recommend appropriate steps,...
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