Strategic Wealth Planning for the Incorporated Professional
With over 25 years of experience and a deep academic background—including an Economics degree and an MBA—I specialize in navigating the complex financial landscape facing high-net-worth incorporated professionals. Holding the CFP®, CSC, and PFPC designations, I provide a sophisticated, multidisciplinary approach to wealth management that goes beyond simple investing.
I view financial planning much like my passions for tennis and boxing: it requires agility, strategic foresight, and the discipline to stay the course under pressure. My goal is to build robust, tax-efficient structures that protect your legacy and provide you the freedom to focus on what truly matters. When I’m not in the office or at the gym, I’m usually enjoying quality time with my children.
