A trusted professional for more than 30 years, I provide wealth advice with a fiduciary standard to high net worth families, foundations and endowments. Guided by my clients objectives, risk profiles and unique preferences, I holistically support clients' needs by designing bespoke strategic plans, executing on those plans, and monitoring them on a regular basis. My focus is on efficient investment management, consistent discipline in managing risk, and on clear client communication and reviews. Although today I am a Certified Financial Planner (CFP) and Certified Wealth Strategist (CWS) with a BSBA in Finance from Northern Arizona University, my experience in investing began with my first stock purchase when I was 10 years old. I actively invested through high school and college. I was lucky enough to realize at a young age, my mission was in helping clients realize their financial dreams. I have guided my clients through numerous volatile economic and market cycles. For me, ethical investment management is a calling. I find tremendous reward in collaborating with my clients to navigate them through tumultuous market environments to success in realizing their dreams - successful retirement, educating children or preserving wealth from avoidable taxes and expense. In my free time, I enjoy travel with my wife and two sons, classic films, epicurean delights and yes, investment research!