I help successful executives, business owners, and professionals and their families properly connect their financial resources to their personal aspirations. Specializing in:
Merck, Johnson & Johnson, Pfizer, and other Fortune 500 company executive benefits and retirement planning opportunities
Employee Stock Option & Incentive Grant Strategies
Wealth Management for Business Owners
Estate Planning Strategies
Charitable Giving
Women's Financial Planning Strategies
I chair the Private Wealth department at Kathmere Capital and sit on the firm's investment committee. Individuals and families hire my team and I because they don't have the time or desire to manage their own wealth. We use our comprehensive wealth management specialization and experience to give people more confidence in their financial future, so they can focus on what matters most to them and enjoy life. That means learning what you want to accomplish in life, whether it's volunteering, seeing the world, or just relaxing with your family. But it also means learning how you want to get there and appreciating all that is at stake. As a family man and a workaholic myself, that's what makes me work so hard for you; knowing what you’re working so hard to do in life and that you’ve entrusted me to help you get there. If you’re looking for a wealth manager that upholds a fiduciary standard, which means putting your needs first, you’ve come to the right place. I'd love the chance to meet with you and find out if we are a good fit.
