Who We Serve

I serve individuals and families from a variety of backgrounds and financial situations. Specifically, I serve middle management employees of large corporations who are nearing the end of their careers as well as successful young professionals and business owners who are seeking opportunities for long-term growth.

Pre-Retirees

I work alongside these individuals to determine what their income needs will be in retirement. I develop and implement a retirement income strategy that prioritizes their needs and aims to protect their wealth.

Successful Young Professionals and Business Owners

I aid these individuals by creating them personalized saving strategies, keeping in mind both their goals for the present and the future. A growth strategy is constructed, focusing in on the capital appreciation of stocks.