I develop a plan based on your priorities to help you enjoy your ideal retirement. These priorities could be retiring early, funding your dream lifestyle, supporting charities you’re passionate about, or helping loved ones. Everyone’s priorities are different, and you deserve a plan tailored to you.

Once you feel confident about your retirement plan, your next priority is likely maximizing the benefit to your beneficiaries, setting up a seamless transfer of wealth, or ensuring your assets are used for the purposes you intend. This part of the strategy involves discussions surrounding trusts, probate, account titling, gifting, philanthropy, family dynamics, tax efficiency regarding estate taxes, and trust administration^1,2.



It's vital your portfolio aligns with your goals and risk tolerance. Your portfolio should be based on your overall plan and what investments will help ensure you accomplish your goals. At the same time, it should also match your risk tolerance so you can stay the course when facing market volatility. Diversifying among many different asset classes and investment styles can provide attractive risk adjusted rates of return. I specialize in a wide variety of strategies including regime-based investing, fundamental investing, direct indexing, municipal bonds, exchange funds, real estate exchange funds, hedge funds, private credit funds, private real estate, and private equity³.



From maximizing your retirement plan contributions to diversifying concentrated stock positions, I will help you make tax efficient investment decisions. Topics discussed will be tax lost harvesting, separately managed accounts, qualified retirement plans, non-qualified retirement plans, philanthropic planning, tax deferred strategies, and even Roth strategies.



Sometimes you need liquidity without disrupting your investment strategy or creating taxable events. A convenient solution can be difficult to find, especially for illiquid assets such as privately held businesses, alternative investments, artwork, yachts, or aircraft. With access to the resources of Wells Fargo Bank, N.A., I can provide access to many solutions to help fulfil your need for liquidity.



Investment costs are a major factor of your net returns. Many investors are unaware of the total cost of their investments because the cost of mutual funds and exchange traded funds don’t often appear on their statement. Getting a portfolio reviewed can help you understand the costs of your current portfolio, and also let you know if you’re overpaying. I provide sophisticated strategies with extremely competitive pricing to boost your net returns and help you fund your goals.



I help simplify your life, providing convenient access to vast resources all in one place. You can count on me when you need to find solutions.