Who I Serve

As a national practice, my clients are located from coast to coast.  Given the highly personal nature of my client relationships, I consider many to be friends and always look forward to meeting and interacting with them. 

My clients include a predominance of people in some of the following categories:

• Attorneys (law firm partners)

• Finance professionals, such as bankers, CFOs, CPAs, and more

• Business owners, including business retirement plans

• Individuals and families experiencing life transitions, such as a job change, widowhood, or a sudden wealth event

My clients typically have at least $500,000 investable assets.