Business Owners
Build wealth beyond your business, plan for taxes, and start thinking about your eventual exit long before you're ready to leave.
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My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
Executives
Your compensation is more than salary. Coordinate equity, benefits, taxes, investments, and retirement decisions as one plan.
GenX
Your highest-earning years matter. Balance retirement saving with today’s priorities, and make sure the pieces work together.
Major Milestones I Specialize In
End of Life and Legacy Planning
The best legacy plans transfer more than wealth. They preserve your values, protect your family, and make your wishes clear.
Retirement Planning
Retirement isn’t just about having enough money. It’s about building a plan that gives you the freedom to live life on your terms.
Sudden Wealth or Inheritance
Sudden wealth creates opportunity, but also complexity. Take your time, understand your options, and make decisions with a long-term plan in mind.
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
Money gets complicated when the pieces stop working together. I help you step back, see the whole picture, and focus on what actually matters. Investments, taxes, retirement, estate planning, insurance. They all affect each other. My job is to help you make smart, coordinated decisions without making your financial life more complicated than it needs to be. Good planning should leave you with fewer questions, fewer surprises, and more confidence about what comes next.
Disclosures
Securities offered through Simplicity Investments, Member FINRA/SIPC, 475 Springfield Ave. Summit, NJ 07901, 303-797-9080. Advisory services offered through Kingswood Wealth Advisors (KWA), an SEC registered investment adviser. KWA and Kingswood Capital Partners, LLC (KCP) are affiliated entities.
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.