Managing Director
CurrentProcyon Partners made their move to independence in June of 2017, becoming an independent, employee-owned financial advisory firm registered with the SEC. The move to independence was inspired by the group’s entrepreneurial spirit and relentless commitment to providing clients with conflict-free strategic advice, while embracing their fiduciary status.Procyon draws upon more than 20 years of experience and broad expertise assisting affluent individuals, families and business owners… Show more Procyon Partners made their move to independence in June of 2017, becoming an independent, employee-owned financial advisory firm registered with the SEC. The move to independence was inspired by the group’s entrepreneurial spirit and relentless commitment to providing clients with conflict-free strategic advice, while embracing their fiduciary status.Procyon draws upon more than 20 years of experience and broad expertise assisting affluent individuals, families and business owners effectively fulfill their dreams through sensible financial planning, investment and risk management and helping institutions prudently manage the retirement plans, endowments and foundations under their stewardship. Procyon is passionately devoted to providing clients with the knowledge, experience and support needed to make confident, informed decisions.Complementing the firm’s two complimentary practices, Procyon’s name was inspired by the navigational star Procyon, which is actually two stars closely orbiting each other in the constellation Canis Minor. Show less