WHAT I DO: I partner with executives in their 40s and 50s working in Technology and the Life Sciences to optimize the value of their equity compensation and reach retirement sooner using my proprietary SustainedLifestyle™ Approach.
WHAT MAKES ME DIFFERENT: From advising the U.S. Department of the Treasury on its investments in U.S. banks, to working as an Equity Research Analyst for Morgan Stanley, to helping manage equity investments for the North Carolina retirement system, I have 20-plus years of real investor experience to deploy on your behalf.
SPECIALTY: Because I’m laser-focused on serving a select group of executive clients with similar needs, I’m familiar with the challenges and opportunities particular to this demographic.
SERVICES I PROVIDE:
📊Comprehensive Financial Planning
👨💼Executive Compensation Planning & Consultation - Stock Options, Restricted Stock (RSUs), Performance Stock (PSUs), Deferred Compensation Plans (DCP)
📊Portfolio Management (Asset Allocation, Investment Selection, Tax-Efficient Asset Location, Risk Mitigation, Portfolio Rebalancing)
👴🏻Retirement Accounts – Corporate Sponsored (401k, DB Plans, Profit Sharing)
👴🏻Personal Retirement Accounts (IRAs, SEP, Simple)
📈Employee Stock Ownership Plans (ESOPs)
👪Estate Planning & Management
📊Financial Planning | Financial Risk Management
👪Life Insurance Planning
☂️Risk Management (Property & Casualty, Personal Umbrella, Business Insurance)
💰Wealth Management | Wealth Preservation Planning