I am the Managing Director of Investments and Strategic Planning in the Family Office group at Fuller Landau. I provide strategic advice to successful individuals and their families in order to preserve, manage, and grow their wealth. I also help my clients with investment portfolio asset allocation and manager selection, insurance, tax planning, philanthropy, and wills and estates. I’m a highly technical person and enjoy creating and modelling projections. I have a keen interest in data analytics and coding, and I try to integrate these areas into my role for better efficiency and accuracy. I’m constantly looking for a better way to tackle issues, and I bring in new and creative methods to