I am a Principal and Wealth Advisor at Adero Partners with over fifteen years of experience providing comprehensive wealth management services. By drawing on my wide array of experiences, I help clients create investment strategies that are appropriate for their goals. The key elements of Adero's services include investments (both public and illiquid alternatives), tax & equity compensation expertise, retirement planning, and family CFO services. We fold these elements together into a single service that is highly customized, personal and comprehensive. Adero is inspired by the Latin word for “I will be there”, which acknowledges our commitment to helping clients realize their fi