These days there is no shortage of information bombarding you from news outlets, social media, friends, and colleagues. This coupled with uncertain and ever-changing tax laws, investment markets, and financial products means that managing your wealth has become more difficult than ever.

I believe that ethically and legally bound CFP® Professionals who take a comprehensive approach are best positioned to serve successful individuals and families. Professionals like these will work with your CPA, attorneys, and insurance brokers to cut through all the clutter and noise out there, and help you achieve better outcomes.

I've only advised on this basis, which has allowed clients more time to spend on other things they care about.  You can search for professionals like me at and

If you would like to learn about the excellent service my firm and I have provided clients for over 25 years, or our small team of experienced, well-connected and trusted professionals, I invite you to visit the advisor website at