Multi-generational family

Who I Serve

I serve affluent families whose priority is highly personalized service.  I accept clients whose accounts vary in size, as many are just getting started or know individuals with higher affluence that I may be able to assist. 

I will set up an initial conversation over the phone to get things started, followed by an in-person meeting where we will have a more in-depth discussion surrounding your financial situation.  With that information, I will conduct a wealth analysis and begin to develop your plan, present it to you at our follow-up meeting, and decide if we are a good fit to work together.