Partner, Co-Founder, Chief Financial Strategist
CurrentAt Fountainhead Advisors, we provide customized Financial Life Planning solutions that integrate every facet of our client’s unique life situations and objectives. Believing that the story behind each client is a fundamental factor for successful financial planning, we take the time to get to know them, their goals and aspirations before creating plans and portfolios that protect, preserve, and grow their wealth. We’re a team of specialists — not generalists — whose greatest strength is the ability to connect on a human level. Our team includes specialists in planning, investing, estate, retirement, education, tax, insurance and planning for families, individuals, small business owners and families with special needs. We bring everything together in one place, so our clients can feel complete control and contentment.
