I'm recognized by our individual, family, and corporate clients as an essential resource in their financial lives, delivering goals-based wealth management services with the highest level of quality and integrity. I commit to understanding what matters most and the strengths and weaknesses of each unique situation, to help establish realistic goals and the strategy by which to help attain them. As a result, my team acts for those whom we serve, offering advice and guidance along every step of their journey. I focus on an extensive range of services, including: investment management and risk management; individual and corporate retirement plan design, implementation, education, and tracking; stock option programs and analysis; hedging and monetization of concentrated equity positions; life insurance analysis; plus a full compliment of wealth preservation and transfer services.