Dedicated to Lifelong Learning

It is of the utmost importance to me to be proactive and to stay ahead of the ongoing changes in your situation and the financial environment. I bring the essential academic, professional and financial training necessary to serve all of your wealth management needs.

Continually improving my skills and knowledge and routinely taking courses on a wide range of wealth management topics helps me stay abreast of new ideas, innovative approaches and important industry trends. 

In addition to being a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional certified by the CFP Board of Standards, Inc., I hold the Certified Investment Management Analyst® (CIMA®) designation, administered by the Investments & Wealth Institute™ and taught in conjunction with The Wharton School, University of Pennsylvania. I also hold the Chartered Retirement Planning CounselorSM (CRPC®) designation, awarded by the College for Financial Planning, the Certified Private Wealth Advisor® (CPWA®), administered by the Investments & Wealth Institute™ and taught in conjunction with the University of Chicago Booth School of Business, and the Chartered Advisor In Philanthropy® (CAP®) designation, administered by The American College.

More important than the intellectual strength this education represents, I have more than three decades of experience when it comes to developing and implementing practical strategies with your unique needs in mind. By coordinating my services with the services of your other professional advisors, the complex decision-making process needed to achieve your goals can be made more efficient and simplified.

Strategic Execution Across Generations

One of the most rewarding parts of my job is getting to know clients and their families. I am honored that so many of them have been with me for years. Quite often, managing their wealth involves serving as a bridge between the different generations of their families. I strive to build relationships with your children and grandchildren and feel it is important to start having conversations about money management and spending issues at an early age. 

At your request, I will include your heirs in our meetings, so that they are already familiar with me when the time comes for them to take charge of their own finances. I see every interaction with you and your family as an opportunity to listen and learn and I believe that healthy communication is integral to your satisfaction – and your success.

Management of Family Foundations

Many of the multi-generational families I serve are looking for my guidance to help make their philanthropic giving more fulfilling and effective. 

Drawing on my deep experience and resources in this area, I can help you design and implement a private foundation to help your family achieve its personal vision by focusing on what’s most important to you. With an understanding that every philanthropic strategy is a unique and personal expression of a family’s values, I can help put your assets to work so they can transform your charitable goals into meaningful action. 

For families looking to pursue their philanthropic goals with a more structured way of giving, I can help manage donor-advised funds and create a customized giving strategy that aligns with your finances and expresses your specific values and interests. 

Another growing trend with philanthropically minded families who want a portion of their investments to reflect their values, is socially responsible investing. I can help you create an investment strategy that seeks to make investments in organizations that reflect your personal preferences and target the causes and issues you care about most. 

*Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.