I work primarily with high net worth households that can benefit from my experience with more complex financial issues. I can help you engineer a stable future for your lifetime, develop a succession plan for your heirs, and lay the foundation for your charitable legacy. Im proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of strategies to help you and your loved ones live brilliantly, now and in the future. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.