Our Approach

As an integrated tax and financial services firm, I help you understand the tax implications of your investment choices and ensure you are making the right decisions to help you achieve your financial goals.

I focus on the three Cornerstones and tailor my guidance to you and your family's unique financial needs.

Accumulation & Wealth Management: focusing on growth and preservation of your investments, with a secondary focus on transferring your wealth efficiently and effectively

Guaranteed Retirement Income: ensuring that you have enough money during your retirement years with sustainable income streams in place, even when markets go down

Lifestyle Preservation: protecting your financial assets and your family's well being through the use of estate planning and insurance

My approach begins with listening to your goals, your dreams and your challenges. I take the time to truly understand your perspective and give you the comfort of knowing you're working with someone you can trust.

Most importantly, I am satisfied only when you are.