Director Of Financial Planning
CurrentAs Riverstone's Director of Financial Planning, my focus is building on the firm’s investment experience to help clients build long-term wealth through a holistic approach to financial wellbeing. I focus on breaking down the complexities of various savings programs, investment vehicles, and retirement plans to develop a personalized strategy for each client.I am particularly passionate about adapting traditional financial advice to meet the unique needs of one’s chosen family, especially within the LGBTQ+ community. Whether that includes family planning, nonprofit giving, a nephew’s college tuition, or an early retirement, he enjoys developing a relationship with clients to build and maintain a plan to achieve their goals.