Authenticity matters. Details matter. Honesty matters. Volunteering matters. Music matters. Together with my team, The LMAC Wealth Management Group we oversee and coordinate the financial affairs of a select group of medical and legal professionals, business owners, corporate executives, families, retirees, and non-profit organizations. Our clients, not the markets, are at the center of our wealth management process. It is important for me to personally connect with every one of my clients in order truly understand their life priorities, investment personalities and financial situations. My team and I are focused on "Money with a Purpose" or simply put, helping clients realize their specific financial objectives. We add value by utilizing our holistic team approach focusing on what matters most to each of our clients such as a child's education, purchasing a new home, family legacy planning, socially responsible investing or preparing for income in retirement. I am quite active in the community, having recently served as Board Chair of 24 Foundation, and as a Member of the Board of Directors of North Carolina Hillel. Previously, I have served as a Board Member for each Temple Israel, and Temple Beth El, as well as the Levine Jewish Community Center. My passions include cycling, playing golf and guitar. Connect with me if: - You are a physician, attorney, business owner or senior executive looking for professional financial advice and guidance - You are currently retired or nearing retirement and are seeking a customized retirement plan - You would like to be connected to anyone in my network - You have a passion for cycling, golf and/or music 