WHAT I DO: I help Research Triangle-based executives in the Technology and Life Sciences industries achieve a more prosperous and secure retirement by integrating all of life’s financial considerations – including executive compensation strategies – into an evolving plan for life

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 25 years of global financial experience to deploy on your behalf. Working with me will bring you peace of mind, extra time with family and friends, and a clearer view of your retirement lifestyle

LOCAL FOCUS: : My wealth management practice is focused on a small group of executives here in the Research Triangle Park area of North Carolina, so that each client receives the attention they need.

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 Re-balancing)
👴🏻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