After 25 years in the corporate world managing money for some of the country’s largest foundations, endowments, and corporations, I’ve found a much better way to contribute to my community: Helping families achieve their financial goals.
So much of Wall Street is designed to work against you, and while working on the institutional side we all understood this. But families want a trusting relationship with someone they can count on. Unfortunately, 95% of the financial world is not structured this way, even though they try to convince you they are. It can be truly shameful.
This is why I decided to begin using my experience and knowledge to help families in my community. Working together, we can’t achieve miracles, but we can find clarity and peace in our financial lives!
If you are interested in truly understanding your resources and the possibilities for a peaceful, successful financial life, click the “schedule a meeting” button and let’s discuss whether we may be a good fit.
Schedule a Meeting