My relationship with my clients is one of mutual trust and respect. We work together as a team. My role is to examine all the pieces of my clients’ financial lives and develop a holistic plan that brings them all together in a cohesive way. In this work, I employ a meticulous process to ensure the consistent delivery of quality service. I strive to deliver the best possible client experience so that nothing falls through the cracks in your financial life.
As a fiduciary, I am morally and ethically bound to ensure, above all else, to act in the best interest of my clients and place their interests above my own. Earlier in my career, as a financial advisor at Alexandria Capital, Scott & Stringfellow, and Truist Investment Services, I served high and ultra-high-net-worth individuals and families across the country. Today, I limit the number of clients with whom I work so I can provide you with the highest level of personalized attention.
In my practice, I serve a variety of clients and provide a wide range of services. As a CERTIFIED FINANCIAL PLANNER™ practitioner and CERTIFIED PRIVATE WEALTH ADVISOR® professional—two of the most respected certifications in the financial industry—I meticulously analyze and guide you on every aspect of your financial life, including:
- Investment management
- Financial planning
- Tax planning
- Estate planning
- Risk management
- Asset protection
A key component of all this work is communication. As my client, you will hear from me regularly. I enjoy helping my clients safeguard their financial futures and in keeping up with their lives, and I love the research and numbers-crunching that come with delivering exceptional service. My high level of knowledge and skills, coupled with my dedication to providing superior personalized support, help you live your best life so you can reduce taxes, retire early, and pursue your passions.