WHAT I DO: I help Research Triangle-based Executives in the Technology and Life Sciences industries invest more wisely, manage wealth more effectively and maximize Executive Compensation opportunities by providing a unique blend of independent financial, wealth management and retirement planning advice.
WHAT MAKES ME DIFFERENT: From advising the U.S. Department of the Treasury to working as an Equity Research Analyst for Morgan Stanley to helping manage equity investments for the North Carolina retirement system, I have a unique insight into and understanding of the regional, national and global investing landscape.
LOCAL FOCUS: Because I'm located here in the Research Triangle and am hyper-focused on serving a small, niche group of 1-on-1 clients, I'm able to leverage my 25 years of global financial experience at a local level, ensuring you get the best possible customer service and ROI when it comes to areas including Executive Compensation, Wealth Management, Retirement Planning and much more.
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
📈Stock Holding Requirements | Stock Management | Stock Market Analysis