As a Financial Advisor I have been delivering financial strategies and wealth management services to a select group of successful clients and their families since 1994. Drawing on my experience as a former Professional Engineer and Fortune 500 executive, my skill-set helps me offer my clients an understanding of the challenges they face in managing prosperity and wealth given today's ever changing capital markets and economic environment.
My objective is to hold myself accountable by clearly communicating a more understandable view of each client's prosperity and by providing risk management strategies that help preserve their wealth from unforeseen issues and concerns created by world events.
I also oversee the business and employee benefits areas of the practice, having advised over 70 businesses and their executives on "Qualified" and "Non-Qualified" Integrated Employee Retirement Benefits, including both Defined Benefit and Employee Contribution Profit Sharing Retirement Plans.
- Business Planning
- Estate Planning
- Retirement Planning
- Risk Management