Having the opportunity to make a positive impact on my clients’ lives and helping them to reach their financial goals is what I love about my job. As a wealth advisor, we are a team, I get to know you on a personal level, we work together, we grow together. I help you map out your personalized plan to ensure your investment and financial strategies are in line with the future that you want to build.
My clients are business owners, millennials, baby boomers and people planning for retirement. Whether you are saving for college, buying your first home, setting up a trust or inherited wealth, I am here to help you navigate the course and make sure you have what you need to be comfortable in life.
In my earlier years, I grew up living and breathing basketball, I played and coached at the collegiate level as well as trained NBA players in the off season. Teamwork and commitment are what I thrive upon, it’s what takes people to the next level. I bring this mindset to my role as your wealth advisor, to help you get to your next level.
In my personal life, I have two amazing daughters who continue with their father’s love of basketball and now we get to share it together as I volunteer coach for both of their school teams.