I am a partner at Concierge Financial Organization (CFO) where I help families and business owners manage their finances. After over 20 years in the financial services industry, primarily at the institutional level of a Broker-Dealer and Investment Advisor with over $28 billion in assets, I decided to transition to a new career in helping families and business owners directly. I mostly do this by helping them do what I did, be in a position financially to live their ideal life, which might mean having the ability to make a career change, retiring, or just having an improved sense of financial independence. WE TAKE A CONCIERGE APPROACH TO HELPING OUR CLIENTS BY OFFERING SERVICES SUCH AS: • Retirement Planning • Business Planning• Investment Management • Elder Care Planning• Special Needs Planning • Tax Planning• Estate Planning One of these areas has particular meaning to me, Special Needs Planning. I know from personal experience what kind of action families need to take when managing the complexity of having children with special needs. I want to be a resource for those within the special needs community and I am available for public speaking concerning this topic. Please don’t wait to put a personalized financial plan in place. If you are looking for a Personal CFO to help you create and execute your plan, please contact me. “You may delay, but time will not.” -Benjamin Franklin