Executives
Coordinate your stock compensation, deferred compensation, retirement benefits, and tax planning to build and protect your wealth.
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My Approach
I help pre-retirees, retirees, executives, and business owners make informed decisions about retirement income, investments, taxes, and estate planning. My approach is personal, practical, and tailored to your goals.
The Clients I Serve
Pre-Retiree
Before retiring, have a clear plan for generating reliable income, managing taxes, and protecting your savings throughout retirement.
Retirees or Seniors
Have a clear plan for generating reliable retirement income, managing taxes, preserving your wealth, and protecting your financial legacy.
Major Milestones I Specialize In
Early Retirement or Financial Independence
Before retiring early, make sure your savings can support your lifestyle, healthcare costs, and taxes throughout a longer retirement.
End of Life and Legacy Planning
Make sure your estate plan reflects your wishes, protects your loved ones, and coordinates with your investments, taxes, and legacy goals.
Retirement Planning
Build a retirement plan that coordinates your income, investments, and taxes so you can enjoy retirement with confidence.
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
Every relationship begins with a 10–15 minute Get Acquainted Call. I want to understand your situation, what prompted you to seek advice, and what you hope to accomplish. This helps us determine whether working together makes sense. If we're a good fit, we'll schedule a complimentary 60-minute consultation. We'll review your priorities, discuss how I can help, explore strategies tailored to your needs, and explain my services and fees so you know what to expect. For clients who choose to work together, I develop a personalized financial road map that brings together retirement income, investment management, tax-efficient strategies, and estate planning considerations. I also coordinate with your CPA and estate planning attorney when appropriate. Financial planning isn't a one-time event. Through ongoing communication and quarterly or twice-yearly reviews, we adjust your plan as your life and priorities change. My goal is simple: help you make informed financial decisions and feel confident about your future.
Disclosures
Investment advisory services are offered through Mariner Platform Solutions, LLC (MPS), an SEC-registered investment adviser. AdvicePeriod is a business name used by MPS.
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.