As a Managing Director and Partner at Verdence Capital Advisors, I focus on helping clients develop, implement and monitor their financial plans as they seek to achieve lifelong goals. I advise individual clients, affluent families and business owners. Through personal consultations, I seek to address the four cornerstones of wealth: building wealth, managing assets, preserving wealth and transitioning. As a Certified Financial Planner I can help with budgeting, planning for retirement, saving for education, managing your taxes and your insurance coverage, “finances” doesn’t mean just one thing for most Americans — and “financial planning” means much more than just investing. Bringing all