With over 15 years of experience in the industry, I provide a complete and varied spectrum of coordinated wealth and asset management services including financial planning, insurance†, estate, and charitable giving solutions. My skill is administering all aspects of your wealth with consummate care so you can relax and enjoy your life — confident today and comfortable in retirement.
My area of special focus is providing investment leadership for partners in the accounting, advisory and audit professions who must comply with considerable restrictions regarding the companies in which they are allowed to invest.
†Insurance products and services are offered through life insurance licensed Advisors through Macquarie Insurance Services Ltd., a wholly owned subsidiary of Macquarie Private Wealth Inc. (“MPW”)
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