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My Firm

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I have helped individuals for over 20 years to reach their financial goals. I’ve worked at PricewaterhouseCoopers and Arthur Andersen as a tax and financial planning professional, helped ultra-high net worth families at a multi-family office, and managed real estate for a family office for over a dozen years in addition to helping individuals through my own practice. I am a Certified Financial Planner professional, a Certified Public Accountant and and a Registered Life Planner. I have a Masters degree in Accountancy and a Bachelors degree in History.


Before we work together, it is helpful to understand each other. Here are some of the principles that I believe and that I integrate into my practice:

  • Life is about more than ending up with the largest possible portfolio;
  • The numbers don’t tell the whole story—your personality and preferences play a big part;
  • Financial education is valuable;
  • Everyone should be able to access financial planning assistance;
  • My job is not to tell you what to do, but rather to educate you on the pros and cons of your various options.
In regards to investing:
  • Your behavior in large part determines your portfolio return;
  • You need to understand your risks as well as the potential returns;
  • It’s difficult for an investment manager to consistently provide better than average returns, and even more difficult to know beforehand which managers will succeed at that endeavor;
  • Your choice of the types of investments you purchase and the mixture of those investments is generally more important than trying to choose the “best” investment manager.

Intro Videos

Go here to watch my video series about why you may NOT want to work with me.

More detail available here in my Form ADV Part 2.