While I typically work with clients who are serious about long-term financial planning, I believe every relationship should be based on fit, not just finances. Let's schedule a consultation to determine if we’re the right match.

It begins with a complimentary consultation. From there, we’ll move into discovery, goal setting, and a personalized strategy session. I guide you through the entire onboarding process, including required compliance (KYC) steps.

Yes. I act in the best interest of my clients at all times. As a registered representative with AllianceBernstein and Sanford C. Bernstein & Co., I adhere to strict ethical and regulatory standards.

My fee structure varies depending on the services provided—typically a percentage of assets under management (AUM), a flat planning fee, or hourly consultation. All fees are transparent and discussed upfront.

Absolutely. I work with clients across the U.S. through secure video conferencing, phone calls, and digital platforms. You don’t have to be local to receive dedicated, personalized service.

I combine 20+ years of industry experience with a highly personalized, education-focused approach. My clients appreciate the transparency, reliability, and holistic strategies I bring to every relationship—not just managing money, but aligning it with what matters most to you.

Yes. I offer education and strategic guidance on integrating cryptocurrency and alternative investments into a diversified portfolio—always aligned with your risk tolerance and long-term goals.

Yes. I collaborate closely with tax professionals, estate attorneys, and other specialists to ensure your financial plan is coordinated across all areas of your life.

I provide ongoing support and check-ins based on your preferences and needs. Typically, clients receive quarterly reviews and can request meetings at any time. You’ll always have direct access to me for questions, updates, or planning adjustments.