Financial Advisor and Investment Manager
I am a Financial Advisor and provide comprehensive investment advice and strategic planning for a small group of successful families, entrepreneurs, executives, business owners and institutions. I believe in a customized, personal approach to financial and investment strategy, providing full transparency and candor in all my recommendations. I provide an investment strategy and financial plan built around each client's unique goals and objectives.
I have over 10 years of experience as a money manager working with LGBTQ+ clients and those in a variety of non-traditional and differently-configured relationships.