With over 20 years of experience, I am dedicated to providing clients with an individually-tailored approach to goals-based wealth management. I work with individuals, families, business owners, and charitable organizations. Using a defined process, I focus on wealth accumulation, preservation and transfer through the creation of customized wealth management strategies. This process considers portfolio development, liability management, tax minimization, and asset protection with a specific emphasis on the pursuit of a retirement income stream.
I also work with business owners through all stages of the business cycle, from start up-to-maturity, by providing strategies for cash management, group benefit plans, short- and long-term financing (for the business itself and commercial real estate if needed) and ultimately succession planning. Understanding that business owners have unique needs to defer income for themselves and their employees, our offerings help them to select an appropriate combination of plans. My clientele also includes charities for which I help develop investment strategies focused on safety of principal, liquidity and maximum income available through investment-grade opportunities.
My partner, Doug Twohill and I are entrusted with over $250 million by 200+ families who are looking for us to help them make wise decisions and prudently build their wealth in pursuit of their life goals for themselves, their families and their communities. We focus on risk sensitive investment strategies for our clients who appreciate the level of care we take to protect their hard earned capital. We have extensive experience is philanthropy both locally and globally and enjoy helping our clients and their families develop wise giving strategies to benefit their important causes as well as to impart a generous legacy to future generations.
Registered States:
AK, AL, AZ, CA, CO, CT, DE, FL, GA, ID, MA, MD, MI, MO, MS, NC, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA