I am a high net worth advisor who specializes in working with high net worth clients who have over $500,000K in investible assets and I also work with high income earners (200,000+) who want to learn to become high net worth. I offer a unique and specialized approach to planning for my awesome clients. Combining 15 years of strategic military planning with my knowledge of finance and investing, I provide comprehensive, insightful and detailed personalized planning for my clients. I specialize in helping smart people who have limited time to donate towards investment planning due to business and family demands on their time to achieve and retain the lifestyles they want in retirement.
