I enjoy working with high-net-worth individuals and families to develop and maintain a holistic financial plan. Many of my clients are business owners and executives who have spent most of their lives building their wealth, and I consider it a privilege to help them secure it and plan for the future. I specialize in investment management, strategic planning, tax optimization, and developing comprehensive intergenerational wealth management strategies.
My clients appreciate that I develop a relationship with them to understand their goals and family dynamic. Open communication is key to developing an intentional financial plan. It’s in my nature to help and solve problems. If there’s a financial planning concern, I’m always happy to get involved or act as a sounding board for any ideas or questions that clients have.
I received a B.A. in economics from the University of Michigan. I serve on the board of the Downtown Boxing Gym Youth Program and actively volunteer to support the students.
I spend most of my free time with my wife and three young kids. We like to be outdoors and travel whenever possible. I also enjoy running, stand-up paddle boarding, and snowboarding.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
CPWA® is a registered certification mark of the Investments & Wealth Institute®. For more information about the Institute and the CPWA certification, please visit investmentsandwealth.org.
