Wealth management approach

I develop personalized solutions for accumulating, protecting and transferring wealth, with a particular emphasis on providing income in retirement. I am able to assist you with the following:

  • Planning for retirement
  • Creating retirement income
  • Funding an education
  • Preparing for a major purchase
  • Protecting your family or income
  • Proper use of trusts for estate planning
  • Determining your net worth
  • Analyzing your asset allocation
  • Creating a legacy

My goal is my clients’ financial security and peace of mind, delivered with a high level of personalized service. My approach integrates your objectives into a personalized plan that can be updated as life changes occur. I combine sophisticated investment planning tools with professional resources to develop a personal plan that can help you reach your financial goals.

My process includes:

  • Understanding Your Financial Objectives — I begin by listening to understand you and your current situation.
  • Gathering Your Current Financial Information — Together, we gather specific information on your financial picture.
  • Developing Smart, Time-Tested Strategies — Next, I analyze your financial and personal information to match your objectives with sound strategies, factoring in the values you hold regarding your family, health, home, lifestyle, work, legacy, mind and spirit.
  • Implementing Thoughtful and Creative Solutions — Next, I develop customized solutions tailored to your objectives, working with a team of experts and drawing from a wide selection of world-class products and services. In constructing client portfolios, I evaluate a client’s goals, risk tolerance, time horizon and tax situation to determine the most appropriate structure for their portfolio.
  • Providing Timely, Ongoing Service — I regularly review your situation to help ensure your financial objectives are being met.

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.

advisor

Wealth Strategist


advisor

Wealth Planning Consultant


advisor

Credit Solutions Consultant


advisor

Senior Vice President, Director of Portfolio Advisory Group