I work with accounts varying in size, primarily serving affluent families across multiple generations.  Relationships are built over time, with trust at the center.  I first seek to create value for the client to understand their situation and help them make the best possible decisions. 

I continue to deliver a high level of communication, meeting with each client every quarter or based on client needs, depending on their preference, to review the plan and update it as needed. 

My clients can expect straightforward and honest wealth management plans, as well as frank conversations on how to pursue their goals throughout their lifetime and the lifetimes of their family.