Approach to wealth management

My approach integrates your objectives into a personalized plan that can be updated as life changes occur. I combine sophisticated wealth management planning tools with professional resources to help match your objectives with customized solutions. My seven-step process includes: 

Step 1 – Interview: During our initial discussion, we will determine if we are a suitable match. If we are both satisfied and you qualify, we begin the next stage of the process.

Step 2 - Gather Data: Your account statements will reveal your assets, but it is important for me to understand how you gathered and grew your wealth. In this first meeting, I ask questions that help me understand your history, priorities, values, philosophies, comfort level and savviness. This allows me to understand you as a person and make suitable recommendations so you can live your ideal lifestyle.

Step 3 – Analyze Data: After our first meeting, I start the hard work of deciphering the answers to your questions and translating your ideal lifestyle into numbers. I review the probabilities and possibilities to determine how we can most suitably advise you to reach your goals. This may include using your current investments, altering the approach or proposing new solutions.

Step 4 – Present Plan: As everyone’s ideal lifestyle is different, so is the path to help you get there or maintain it. Your wealth management plan is custom made and unique to your needs. We have countless combinations of strategies and solutions to help you reach your goals, and we do our best to find those that fit your personality and are most comfortable.

Step 5 - Gather Feedback/Amend Plan: Since we are working together to create this plan, it is important that you understand my approach and investment philosophy. Sometimes we need to make adjustments because I simply misunderstood or something new has been shared, so I may dig deeper to understand your needs and make more suitable recommendations.

Step 6 – Implementation: Once you approve my proposal, the plan needs to be executed, and this is where I put my recommendations into motion. To help ensure accuracy, my team and I do all of this, but we keep you informed of our progress.

Step 7 – Review: Review of the plan is necessary to help you live that ideal lifestyle. We meet on a regular basis to determine if anything needs to be adjusted, and see if anything in your life has changed that could alter the plan. As life happens, sometimes we need to amend the original goals and correlating strategies.


Wealth management professionals

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.


Wealth Strategist


Wealth Planning Associate


Wealth Management Banker


Trust Consultant