Founder, Partner & Financial Adviser
CurrentWe understand that the demands of a rewarding career leave you little time to plan your financial future. Here at Physician’s Resource Services, we provide personal, business and estate planning services to physicians, business owners, and their families. We help our clients crystalize their objectives and work with their accounting and legal advisors to design and implement the plans to help them achieve their insurance and financial goals. We believe that when clients understand what is important to them, it provides clarity and helps them develop the desire to achieve their goals.Our wealth management process is based on understanding your needs and developing a plan that strives to help you pursue your goals successfully. From asset protection and risk management to tax efficient strategies and retirement/estate planning, we carefully assess and address your needs. Simply put, our goal is to help you balance your personal financial needs with your busy career.---I am an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated companies. I am not licensed in all jurisdictions.