I have spent over two decades helping individuals, families, foundations, and non-profit clients achieve their goals through the management, preservation and growth of their assets. I believe the underpinning of success is a well-developed plan that melds philanthropic, financial and legacy objectives, and ties them to all aspects of my clients' lives.I play an active role in my relationships. My hands-on approach ensures that I am able to help with my client's changing needs accurately and better understand the various facets of their lives.I provide my clients with a succinct service model that focuses on three simple principles:•Educate•Incorporate•CommunicateI strive to keep my clients educated about their investments, informed about the factors that influence their lives, and fully involved in the decision-making process for their portfolios.