I am a financial professional who has provided objective wealth management advice to private clients for north of ten years. With extensive experience in portfolio construction and investment management, tax planning, estate planning, education funding, and risk management, I practice a holistic approach to financial planning. Through collaboration with other professionals such as estate planning attorneys, accountants, and insurance underwriters, I ensure financial plans are not just crafted on paper, but executed to give clients the best chance of achieving their goals. Countless client meetings, numerous presentations, along with written pieces to clients and industry professionals for