“Someone is sitting in the shade today because someone planted a tree a long time ago.”

 –Warren Buffett

Working with me – like many local area residents do – is like having your own personal in-house financial advisor, but with the resources and capabilities of an industry-leading firm. 

Primarily serving affluent families, high-net-worth investors, and business owners, I can help you develop a customized and disciplined wealth management plan and investment strategy that focuses on your needs, goals, and future circumstances. 

Let me show you how I can help you get on track and stay on track toward your short- and long-term goals.