What do you want to achieve? What do you want to create? Or, perhaps having already succeeded in these endeavors, what do you want your money to do for you, for your family or for the community in the years to come? It is my passion to understand your unique answers to these questions and help you create an investment, tax and estate strategy that accomplishes your goals. My ideal client appreciates a consultative and collaborative approach. They value fair and balanced advice. They understand the value of creating and adhering to a financial road map. They are open to tax-smart...