I have one singular professional goal; create peace of mind. This is a natural result when family centric financial planning incorporates genuine listening, delivery of proactive and clear counseling, and the dedicated expertise from a trusted advisor. I primarily work with (and for) high net worth individuals and families who are engaged in developing and implementing comprehensive financial plans, which include the use of customized investment, tax, and estate planning strategies. I particularly enjoy employing a collaborative approach to the planning process and, in doing so, specialize in not only providing planning solutions but also educating clients while helping them meet their fi