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What We Do

In just over 200 years our free market system has created more financial opportunities and prosperity for more people than any other economic system in history. However, along with this vast prosperity investors are faced with tremendous complexity.

For nearly 30 years, I’ve been fortunate to work with successful individuals and families to navigate through this complexity. We develop and manage comprehensive personal financial and estate plans that truly align with our client’s values and goals.

Our client portfolios are held in custody at Pershing, LLC, a BNY Mellon Company with approximately $1.5 Trillion in Global Client Assets, and over $1.9 Billion of Net Capital.