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This site is custom tailored for both existing and future clients (like you, perhaps) who want to know more about my practice and to possibly have another reliable resource for tracking your assets.

If wisdom could be found on the world wide web, I would be out of business. Therefore, I have the links, calculators, and articles on the following pages, all designed to give you the knowledge and understanding of the financial world needed to make informed decisions. In this way, we can work together to arrive at strategies to reach your financial aspirations.

As such, I am a financial planner who concentrates on total wealth management. You may ask, just what is total wealth management?

My answer is this: the delivery of comprehensive advice and planning services for high net worth families and trustees.

Mission Statement

To make a positive difference in the lives of our clients, primarily through Create a strong relationship, the one-on-one relationship of coaching, and teaching.

About my practice

My practice is more of a holistic life-planning vs managing portfolios and selling insurance products.

I strive to help clients to understand the Smart Money Philosophy and prepare them for the certainty of uncertainty.