Why work with my practice?

We provide objective, tailored advice and solutions to your family/business/foundation using the resources of our regional firm, while giving you the personal attention from a boutique practice.  Our goal is to help clients feel comfortable in all economic environments and to work to achieve your "bucket list" of goals.  A few characteristics that set us apart include:

• Primarily fee-based asset relationships
• We value long-term relationships with our clients, serving less than 50 Private Clients ($1mm+) nationwide, including corporate executives, entrepreneurs, family-owned businesses, foundations, and not-for-profit institutions.
• I am a Certified Financial Planner (CFP^®) with nearly 20 years experience through bull and bear markets.