PROFESSIONAL PROFILE

As a Certified Financial Manager with 22 years experience at Merrill Lynch, I, along with a team of specialists, work with a select group of families and businesses, providing quality dependable service, trustworthy asset management and banking solutions.

As your financial advisor, I will look after your short and long term interests, and recommend proposals and strategies customized to your financial goals and risk preference. I want you to consider me your Personal CFO. I typically manage a family's entire portfolio, and I help them navigate all of their critical financial planning decisions.


My business model is fairly simple, but effective:

1. Know and understand the client’s individual and unique goals, needs, and risk comfort level.

2. Construct an investment portfolio using broad asset allocation and superior manager performance.

3. Review performance regularly, make manager changes where necessary, and rebalance annually.

4. Initiate frequent (10- 12 contacts per year) contact with client to review portfolio, discuss financial planning issues and tend to any administrative needs. I like to conduct at least 1 or 2 of the annual contacts in person, but will defer to desires of the client.

5. I integrate my investment planning and financial planning with the client’s CPA and estate attorney, where applicable.



The personal approach to wealth management