Welcome
I’m invested in you and your unique journey. With over 25 years of experience in the financial industry, I bring a keen understanding of financial markets and great empathy for you and your unique needs. My goal is to help you build and live a rich life, which encompasses much more than just your finances. It includes your vision, values, aspirations, and legacy.
I joined Fountainhead Advisors because our core values aligned: a genuine passion for helping others, continuously striving to improve through education, and embracing the power of teamwork.
How I Can Help
My holistic approach will help you grow and maintain your wealth. My partners and I are dedicated to collaborating with you to develop a flexible, personalized financial plan. Together, we can work on:
- Taking account of where you are and where you want to be
- Budgeting & Cash Flow Analysis
- Tax Planning and Strategies
- Retirement Planning
- Risk Management
- Business Succession & Exit Planning
- Estate & Legacy Planning
- Retirement Plan Advisory Services
- Collaboration among your financial professionals
My Expertise
While my client base is as diverse as our community, I have targeted expertise in advising small business owners. As a small business owner myself, I understand that you work incredibly hard at your craft, dedicating long hours to ensure your business thrives. With so much on your plate, you don’t have the bandwidth for comprehensive financial planning. That’s where my expertise meets your needs.
Think of my colleagues and me as your go-to resource for navigating your complete financial life. In addition to personal financial planning and investing, we can assist your business with:
- Tax mitigation strategies
- Enhancing your company’s retirement plan
- Diversifying your wealth outside of the business
- Ensuring you have a thoughtful succession plan
The goal is to simplify your life, making it easier for you to focus on what you do best while we work together to tackle the financial complexities and guide you through difficult decisions.
Schedule a Meeting
I’d love to learn more about your financial goals and how I can help you achieve them. Use the calendar below to schedule a meeting with me.