I have had the privilege of helping clients make thoughtful financial decisions for over a decade. I enjoy helping clients identify life’s priorities and structuring finances around them. This involves tailored investment and risk management strategies that keep current and future tax implications in mind. Every client is taken through a process that explores preferences (ESG/SRI investments are the standard), methods of protection (tax and insurance strategy) and finally peace of mind (estate planning). With a “family office” approach, we have access to high level expertise that is introduced when appropriate.
I love partnering with busy professionals, families and business owners in the pursuit of what matters (to them)!
How much do I need to save for retirement?
My child’s education?
How do I generate income once I am retired?
Will my family be taken care of if something happens to me?
Why leave Magnolia when we can answer these questions right here in The Village?
To schedule an initial consult, or for more information and to review our disclosures, please follow the link below.