As a Client Investment Advisor on our Client Portfolio team, my number one goal is to help clients understand that our vision of wealth creation requires a long-term view. It requires perseverance through market cycles, noise, fear, and volatility. I remind clients: legacy building can take decades.

I also drive our fixed-income analysis strategy. With 20-years of experience trading bonds and developing fixed income portfolio strategies, I help create negatively correlated, income generating strategies for our individual clients.

Our ability to work together is a competitive advantage. Markets move quickly – so we prepare in advance and are ready to act. No one wastes time writing a five-page report getting the team up to speed.