As a holistic financial advisor, the task is to fully understand a client's financial universe - to embrace the importance of what a client has built over a lifetime, their risk tolerance, goals & objectives. It's about the process of creating unique, client-specific solutions. I bring decades of wealth management experience, with a strong emphasis on portfolio management - using individual stocks. For wealthier clients, using tax-efficient, multi-generational wealth transfer strategies, to complement estate planning. For business owners, focusing on executive bonuses, executive retention strategies, succession, etc. All of my clients get the same attention, and I look forward to working with those interested in planning & executing strategies best suited for their circumstance
When not studying the stock market, I enjoy reading, traveling, the arts, spending time with family, and - of course - define loyalty by remaining a life-long Washington Redskins fan.