I take a holistic approach to wealth management, which expands my business beyond portfolio management to all the client's needs, including liability management, estate planning, asset protection, banking needs, and retirement planning.
As an advisor, clients entrust me with the oversight of their financial health and reaching their objectives. I take that responsibility very seriously and recognize that being on top of my game is essential to being a good shepherd of my client's assets.
I've always enjoyed math, finances, and helping people. To me, I find it absolutely thrilling to know that I'm making a positive difference in the outcome of people's lives. This is through educating, no matter what we do in life. Everything in life is sales, some people say. While this may be true, I've always been of the mindset that I cannot sell people on something I don't believe in myself. Nor could I tell people "this is the best thing to do" if I were only a series 6 financial representative. That's why the structure we engage in makes so much sense. As a series 7 financial advisor with the flexibility (and low overhead) associated with being a small firm, I have a big bag of high quality financial tools so that when I say "this is the best thing to do" to people, I believe from the depths of my heart and the knowledge I've attained that it is genuinely the best thing to do.
A note about family:
Family is extremely important to me. The relationships you forge with family often shape your relationships with others. I'm married to the most incredible woman to have ever walked the face of the earth and am blessed with a son that steals my heart everyday. My parents, sister, cousins, and in-laws are absolutely wonderful. It takes a village... am I right?