I partner with clients to develop and execute a holistic wealth management plan to help them accomplish goals that they could not otherwise achieve on their own. By implementing industry-leading solutions to grow wealth, control risk, optimize taxation, we position your portfolio to excel in perpetually evolving market conditions. Working in banking and finance for over 15 years has provided me with the experience necessary to navigate your financial circumstances with confidence. We can form a partnership that spans decades and extends service to generations. My credentials include the Chartered Financial Analyst (CFA) designation, the Certified Financial Planner (CFP®) accreditation, insurance license and options trading license, among others.