At Surevest Private Wealth, I put my Certified Financial Planner™ certification to work in a variety of ways for our clients. My most rewarding work is helping clients define, plan and achieve their financial life goals. I accomplish this through a personalized approach and mutual level of accountability that puts our client’s financial house in order and keeps it that way for the rest of their lives. My approach removes the emotion and ambiguity from the investment process and helps our clients make financial decisions based on facts instead of emotions. I believe over the long run, these decisions not only help maximize wealth, but improve our client’s overall quality of life.As the Lead Planning Advocate for our Investment Committee, I present the planning issues our clients are facing, review how these issues may affect their investment portfolio, and strategize on ways we can mitigate any negative market environments.I also sit on the Planning Committee which is a forum for advisors to come together to share insights on cases they are currently working on, learn from each other’s past experiences with complex issues, and explore new techniques or ways to improve upon the advice and service we provide to clients. Collaboration with both our internal and external partners is key to our success as it is impossible for one professional to know it all. Being humble enough to recognize we do not know everything is what excites me about our culture and every advisor carries this philosophy when we work with clients.

At both UBS and Wells Fargo, I was a member of a comprehensive planning team that worked primarily with current and retired corporate executives. The ten-year span at both companies provided me with immense knowledge of how equity compensation plans can create significant wealth in a short amount of time assuming the appropriate planning is in place.