I’m a Financial Planner with over 20 years of experience in the financial industry. I specialize in helping legal professionals and attorneys with investment management, retirement strategies, estate strategies, and financial planning. I started my investing career in 1998 as an active stock options trader. In 2019 I joined Maia Wealth as a wealth management advisor and comprehensive financial planner. Maia Wealth is an independent Registered Investment Advisor that provides comprehensive financial planning services for our clients. We have a fiduciary obligation to offer unbiased and conflict-free investment advice. My goal is to help clients proactively plan their retirement including a