I help business owners and families align their wealth with the life they want to live. 15+ years in private equity taught me what it takes to build something that lasts. Now I apply that same rigor to your financial plan.
I Work With
Business owners who want sophisticated planning from someone who understands operations, growth, and exit strategy
Families who want big-picture wealth alignment, not just portfolio management
Pre-retirees and retirees who need a strategy tailored to their unique situation, not a one-size-fits-all approach
I'm Not the Right Fit
Day traders or people chasing stock tips and hot picks
People who just want the cheapest option or a robo-advisor
Anyone looking for guaranteed returns or get-rich-quick schemes
Let's See If We're the Right Fit
A free 30-minute conversation. No sales pitch, no obligation. Just an honest look at where you are and where you want to go.
