Who Do I Work Best With?
I deliver the greatest value to clients with complex investment, tax and estate situations. Who does that look like?
Why Would You Want to Work with Me?
Great question. I focus on three main areas: planning for future income, lowering the amount you pay to Uncle Sam now and in the future, and simplifying your finances. I want you to spend your time on what means most to you with absolute peace of mind.
If this sounds like something you are interested in then you are in the right place!
If your goal is to consistently trade individual stocks, I might not be the best fit. If I am not the best fit, I am happy to make introductions to advisors who may fit your goals.