A desire to serve people and to provide them a way to connect their wealth to the greater purposes in life that they seek. In essence, to help people figure out the life they want to live and what kind of impact they want to make with the resources they have.

Plus, I just have always had a deep interest in financial markets and an intuitive understanding of the variables needed to create a sound financial plan. Money and other forms of family capital are amplifiers of the bigger things in life we live for. In reality few families and organizations have a truly comprehensive approach to planning and investing their finances and wealth for the future they desire—as such, I love guiding them through our process of discovering their “why” in life, designing what needs to happen to accomplish their why, and then deploying the most effective investment, tax, asset protection, and estate plan strategies to attain the future they want for themselves.

The aim is for clients to have greater confidence and clarity around their future than ever before and as a result rest more easily knowing their entire financial situation is now more predictable and has been optimized for their success.