I have professional experience working with families in the areas of Investment Planning, Financial Services and, estate planning; offering clients the benefit of seamless execution of strategies and plan coordination with their accounting and legal professionals. I assist families to establish investment goals, implementing tailored investment plans, and monitoring investment performance. Accounting, tax, analytical experience and training evolved into working with families, foundations, estates and retirement plan trustees to devise prudent financial solutions.
As a client advocate spanning over twenty-five years, I place a high priority on working with a firm that provides independent investment advice with objectivity, ethics and integrity. Investment stewards benefit from these prudent practices including guidance on all aspects of investment management, including asset allocation, fund evaluation and selection, performance monitoring, reporting, governance and compliance.
Family and friends, including my ever-energetic labradoodle, occupy my spare time. Las Vegas has been my home since childhood.