I’m a fee-only, fiduciary wealth advisor and a CERTIFIED FINANCIAL PLANNER®. I’ve been with Mesirow since 1998 as part of the LaMarca-Shevitz Team, a seven-person group that works with approximately 400 families and has more than 175 years of combined industry experience.I work with closely with clients to design comprehensive financial plans and customized investment portfolios focused on their unique goals. I believe in the power of uninterrupted compounding, and I attempt to avoid anything that will unnecessarily reduce long-term returns.Our clients work with us at all stages of their lives and include younger families beginning to grow their wealth, mid-career professionals balancing greater responsibilities at work with their increasingly complex financial situation, pre-retirees shifting their focus towards providing for a comfortable retirement, and retirees relying on portfolio withdrawals to provide for their lifestyle needs. I measure success on the quality and consistency of my relationships with our clients. I regularly communicate with clients at in-person and virtual meetings, by phone, by email, and by text (use my work phone number, please). I’m generally the first call a client makes when he or she has exciting news about a change in their life.About our team: We provide regular performance reports, financial market & economic commentary, and periodic analysis about current events that affect our clients’ portfolios. These are important tools to provide context for portfolio rates of return; however, the best metric of success is a client’s ability to achieve their financial goals. https://www.mesirow.com/capabilities/wealth-management/lamarca-shevitz-teamWhen I’m not at Mesirow, I enjoy playing tennis, reading, and spending time with my wife Katherine and our daughter Vivian. Our family also includes Zach, a structural engineer in Portland, Oregon, and Cooper – our 13-year-old field spaniel. About Mesirow: Mesirow is independent, employee-owned, and ranked in Barron's 2023 Top 100 RIA Firms list. Mesirow Wealth Management has served clients via a personal, custom approach to reaching financial goals for over 85 years. Disclosure: https://www.mesirow.com/award-recognition-disclosuresInterested in learning how I can help you meet your goals? Connect with me and let’s talk.