“As a holistic financial advisor, the task is to fully understand a client's financial universe -
to embrace the importance of what a client has built over a lifetime, their risk tolerance,
goals & objectives. It's about the process of creating unique, client-specific solutions.
I bring decades of wealth management experience, with a strong emphasis on portfolio
management - using individual stocks and conservative covered-call option strategies.
For wealthier clients, using tax-efficient, multi-generational wealth transfer strategies,
to complement estate planning. For business owners, focusing on executive bonuses,
executive retention strategies, buy/sell, etc. All of my clients get the same attention,
and I look forward to working with those interested in planning & executing strategies
best suited for their circumstance.”
“When not studying the stock market, I enjoy reading, traveling, the arts, spending time with
family, and - of course - define loyalty by remaining a life-long Washington Redskins fan.”