A Private Wealth Advisor with over 20 years of industry experience, I have dedicated my practice to working with business owners and families of wealth with complex financial planning needs. Unlike traditional advisors, I provide a deeper level of service for my clients, going beyond investment management and traditional retirement planning to focus on advanced planning areas like wealth transfer, risk management, tax mitigation and philanthropy as well as personal development and family wealth planning. My goal is to be the trusted advisor for my clients, the guide they turn to when any major decision comes up, even those that are not financial in nature.I have a unique ability of taking complex strategies and presenting them in a way that is remarkably intuitive and straightforward so clients can easily grasp ideas. Working as a fiduciary and business consultant to my clients, it is my legal duty to put my clients’ needs first and act in their best interest while maintaining full transparency throughout the financial planning process.Investment advice offered through Integrated Financial Partners, doing business as konvergent wealth partners, a registered investment advisor. Third party posts found on this profile do not reflect the views of Integrated Financial Partners and have not been reviewed by Integrated Financial Partners as to accuracy or completeness.