I focus on helping clients identify financial goals that truly matter. With twenty years of experience in Retirement Planning, Goal-Based Investing, Estate Planning, Mutual Funds and Wealth Management.
I stand by our motto “We plan the creation, enjoyment and transfer of multi-generational wealth, for motivated people.”
In my free time, I enjoy keeping active through exercise and hiking with my partner Tamara. Together we have raised six children aged 20 through 27. Each of them has made us extremely proud and keep us motivated to live life to the fullest.
- Understanding your personal and financial goals.
- Identify your interests, if any, in multi-generational wealth transfer, environmental investing, or HNW (High Net Worth) services.
- Personalized financial plan
- HNW services
- Initiate the financial plan
- Phase in the investment recommendations
- Send transfer forms, consolidate assets
- Monitor the process according to the plan
- Adjust the plan and investments when needed
- Working together – meetings and reviews