Experience Makes all the difference
As a Financial Advisor with more than 26 years of industry experience, I understand the most important aspect of my job is to listen to my clients. Understanding their concerns and goals helps me to provide a broad-based, holistic approach to wealth management. Along with my team, Kreshpane Wealth Management, I assess each client’s individual situation—no matter how simple or complex—and guide them toward the milestones that are most important. Because I work with clients who typically have many moving parts to their financial lives, comprehensive financial planning is my priority. I value the role of being your “go-to” Advisor and ensuring that all of your wealth management needs are addressed through one well-coordinated strategy, thus simplifying your life so you can focus on what matters most.
My team services a select number of high-net-worth individuals and small/mid-sized businesses. We give highly individualized attention to their particular needs ranging from the financial plan, multi-generational wealth transfer and legacy aspirations, to long-term care and transitional needs. I am committed to developing and maintaining relationships with my clients in order to have an intimate understanding of their financial goals. Personal communication is just as vital as providing you with the latest industry education, and we work as a partnership so you better understand not only the journey you're on, but how you're going to get there.