For the past 11 years, I have been privileged to serve a growing client base as a Financial Advisor in New York City. I am known for a disciplined, direct, and detailed approach when seeking to help clients achieve their retirement and investment planning goals.
I believe that success in achieving important financial goals starts with a comprehensive wealth strategy. We begin this PLANNING PROCESS with “Discovery” discussions, where I listen carefully to understand the client’s risk profile and lessons learned from past experiences with investments. I help clients define what is most important and then formulate a strategy that reflects their unique needs, whether to accumulate wealth or invest for income, solidify retirement plans or devise a distribution approach that meets lifestyle and legacy goals. Each resulting plan is comprehensive and customized. Together, we determine available resources, investable assets and associated investment choices and time horizons. The planning process, in collaboration with respective professionals may result in a complete estate plan, including wills, health care proxies and Power of Attorney. Wells Fargo & Co. is not a legal or tax advisor.
As a graduate of West Point and a former Officer in the United States Army, I bring a disciplined approach; I am compassionate, yet frank and direct when needed. Drawing on my leadership and organizational skills, I can work effectively with various parties who might be involved in developing and executing a comprehensive plan.