I believe that managing wealth extends beyond building investment portfolios. It means collaborating with people to determine what matters most as we prepare for the expected and the unexpected and the financial implications they may bring.
A person's future is as unique as their fingerprint. You may, as others do, have unanswered questions that they seek my guidance on, centered on 7 key life priorities: Family, Finances, Health, Home, Leisure, Work and Giving.
Life and finances are not always connected by a clean straight line. I assist people who are serious about their finances, navigate through the cycles of life without losing focus on their priorities.
Service to the community is important to me. I serve on the Germantown Community Scholarship Fund as a board member as well as speaking to the High School finance class.
I WOULD LOVE TO CONNECT IF:
- You are looking to work with a dynamic advisor
- You would benefit from simplifying your financial life
- You are planning on retiring soon
- You are in transition
- You would just like to meet!
2 blocks Southwest West of Mequon and Port Washington Rds.
