Investment Management

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As a CERTIFIED FINANCIAL PLANNER® professional and fiduciary, I work closely with each client to develop and manage a tailored investment strategy—one that goes far beyond what AI-driven platforms or generic online programs can offer.

At the core of my philosophy is a time-tested bucket strategy that segments your wealth into short-, mid-, and long-term investments. This approach helps manage risk and supports consistent cash flow throughout retirement or other major life stages. Whether you’re drawing from a traditional or Roth IRA, an after-tax investment account, savings, or even an entire 401(k) plan, I manage those assets with care, always keeping tax implications, income planning, and tax-loss harvesting strategies in mind.

In today’s evolving financial world, you deserve access to more than just a portfolio—you deserve a team. Through my practice, you gain exclusive access to Separately Managed Accounts (SMAs), institutional wealth managers, and full teams of investment strategists. Think of it as a second set of expert eyes on what is likely one of your most valuable assets.

I partner with clients (or business owned retirement plans) who have at least $1 million in investable assets—or those who are well on their way and able to contribute and grow to that threshold within two years. If that’s you, I invite you to experience the difference of a strategic, collaborative, and proactive approach to wealth management.

Schedule a call today to learn more about how we can best work together.