Financial Planner
CurrentClients often communicate that the trust we’ve earned over the years comes from the consistency of our gracious service and relationships we’ve build with them. My role on the team is to create that relationship, trust, and level of service is both in the capacity of a Financial Planner and Advisor.FINANCIAL PLANNING RESPONSIBILITIESDrawing off of almost a decade of financial services experience along with advanced degrees and accreditations in personal financial planning - I help individuals, families, and small businesses to design and implement comprehensive and complex financial plans. Areas of focus include:• Asset allocation, location, and diversification• Detailed investment planning• Educating heirs and future generations• Education planning• ESPP’s, RSU’s, stock options and deferred compensation plans• Estate planning / wealth transfer• Proactive tax planning• Real Estate Evaluation• Retirement strategies• Risk management strategies (personal and entity protection)FINANCIAL ADVISING RESPONSIBILITIES• Assists in various areas of client service, business development and day-to-day operations• Continually monitor progress towards financial goals and conduct meetings with clients to communicate results• Co-ordinate responsibilities with outside professionals such as CPAs, Attorneys, Insurance representatives, etc.• Implement and recommend investing strategies
