Empowering people to gain vision, direction and clarity in their financial decision-making is the core mission of my practice. What my team and I have discovered from working with hundreds of clients is that there are significant challenges in creating true, long-lasting financial balance. A major reason for this is lack of coordination among financial advisors and strategies. To overcome this challenge, we offer a unique holistic process that allows for an objective, organized, and systematic approach to making financial decisions using a comprehensive macroeconomic model.
In coordination with a team of specialists, we have developed these holistic individual, family, and business planning processes based on trust, integrity, and sound financial principles. Our goal is to provide clients with the information and tools necessary to achieve financial confidence by implementing strategies that help build wealth while also protecting against wealth-eroding factors such as taxes, inflation, financial disorganization, unnecessary fees, and expenses.
I hold a Life, Accident and Health Insurance license as well as Series 7 and 66 securities licenses. In my free time, I love running, outdoor sports, and spending time with my beautiful family in Ridgefield, CT.
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.California Insurance License #4260896