As an accomplished wealth advisor, I am dedicated to helping clients achieve their goals by making strategic financial decisions for the long term. Every individual's financial circumstances, needs and risk tolerances are different. I will take the time to help organize your financial life to help you gain better control of your financial future. I bring over 25 years of knowledge and experience to my clients. Typically, I work with small businesses, estate planning strategies and wealth transfer, attorney's, multi-generational families, Gen Z and Millennial coaching, ESG investing, taking a collaborative and coordinated approach to help solve personal financial issues. As your Financial Advisor, I will help you specifically define your goals and execute your plans by the way that is most appropriate for how you invest and what you want to achieve. Working together I will help you preserve and grow your wealth. You will have access to some of the worlds most seasoned and respected investment professionals, a premier trading and execution platform, as well as a full spectrum of investment choices. As of November 2020, I work with over 125 households managing over $200 million in client assets.