With ten years of experience working in comprehensive wealth management, tax planning, and mutual fund services, I bring a passionate and prudent approach to financial counseling and independent investment advising. I love teaching families and future generations regarding investments, asset allocation, withdrawal strategies, tax advice including tax-efficiency of asset location, insurance protection, philanthropic gifting methods, behavioral finance coaching, estate planning, and any other financial concern that could impact your loved ones. Being a fiduciary and steward of my clients' capital is something I take seriously, so I go through the financial planning process holistically with a detail-oriented approach to ensure my clients achieve their long-term financial, philanthropic, and life goals.

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6 months or more

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