![](/documents/154064/154172/Feature+Box_Approach.jpg/9d59557b-60eb-4181-adf4-90947411e4ca?t=1568399812000) Managing risk. Exceeding expectations. My approach is always goal-based. By understanding your circumstances, needs, and financial planning priorities, I offer investment strategy recommendations and will build a diversified, tax-efficient portfolio to capitalize on the best investment opportunities for you. Read more… | | ![](/documents/154064/154172/Banner_Expertise2.jpg/d40b5009-6108-4137-ae56-aa77ad21e2c1?t=1568407887387) Building the best customized wealth management plans. Innovative, transparent and productive investing cannot happen without a strong advisor-client partnership. I employ sophisticated strategies to minimize risk and ensure steady returns. Read more… | | ![](/documents/154064/154172/Feature+Box_Services.jpg/2818810c-4795-4ec2-8c97-384de7870800?t=1568399834000) Top-tier, personalized solutions for business and families. As a discretionary Portfolio Manager, I also provide financial planning, estate planning and insurance solutions, as well as strategic options for families and businesses. Read more… |