As the co-founder and lead portfolio manager at Beyond Wealth, I’m committed to helping clients put their money to work in reaching their goals. In fact, I left the world of institutional investment management so that I could help real people achieve real financial success—a decision I’ve found to be rewarding every single day of my career.Still, I draw on my experience from the institutional investment world to work on investment research and analyze investment portfolios on behalf of our clients at Beyond Wealth. My goal is to help you grow your wealth and use investment gains to reach your key milestones, like buying your dream house to having enough money to pay for your children’s education. Together with my Beyond Wealth co-founder, Brandy Branstetter, we put together a comprehensive financial plan to help you get on the path of saving and investing for the long term while focusing on living your best life today.
Listed skills include Portfolio Management, Equities, Investments, Asset Management, and 16 others.