I work with my clients and their families to help them on their journey to financial empowerment. I do so by helping them craft a financial strategy by focusing on three areas:

Financial Dignity

How will your assets allow you to keep your dignity when circumstances beyond your control, like a short-term incapacity, or a long-term care need arises? How will your loved ones know what to do? Will they know where your assets are? How will you ensure they keep your assets in line with your financial wishes?

Financial Impact

What type of legacy would you like to leave on this earth, be it through charitable works or the impact on your direct or extended family? Who are the individuals and organizations that you care enough about to ensure that they feel your love for them whether you are physically here or not?

Financial Freedom

How will the assets you have accumulated take care of you financially one day? How will you structure and invest your assets from a risk and taxation perspective in order to maximize your return on lifestyle? How will you structure your finances to help ensure you hit all of your financial goals regardless of what inflation, the market and life's other unknows bring?

I help you do this by bringing the full weight of my extensive professional experience, which is as follows:

Edward Jones: Financial Advisor

I provide tailored financial strategies to meet the unique needs of each client, ensuring personalized plans that align with their life goals and financial aspirations.

Fidelity Investments: Financial Consultant

In their private wealth department, I worked with high net worth executives, business owners and sophisticated clients, offering advanced financial solutions and strategies with complex stock options and financial risk mitigation.

United Nations Federal Credit Union (UNFCU): Director of Investments

I provided international financial planning services to members of the UN, World Bank and IMF.

TIAA: Wealth Management Advisor

I developed detailed financial and income strategies for high net worth participants in TIAA's retirement system.

Lenox Advisors: Relationship Manager

I collaborated with the HR departments of Fortune 500 companies to assist senior executives and business owners with comprehensive financial planning and legacy needs, and partnered with their external advisors for complex estate planning.