I'm a investment manager and financial advisor who helps people conquer their financial fears with one of the most powerful tools available: knowledge. I started my career more than ten years ago in corporate finance. I then moved into investment management, earning my CFA and CDFA designations in the process.
My watershed moment came last year. I had been running a small family office when my 8-year relationship disintegrated. In other words, my partner and I divorced.
All of a sudden, I realized the value of the work I'd been doing. I was certainly providing the family office with investment skill. But more than anything? It was giving them the peace-of-mind that their nest egg was taken care of.
I'm now a licensed registered investment advisor under FINRA regulations, and my goal is to help others reach that point.
I love working with people who want to take control of their financial future. Those who say "I've had it!" with conventional societal expectations, and are willing to take the next step. That's because the biggest joy for me is seeing people live life on their own terms.
2 topics · no fee, no honorarium, no mileage
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Even if you’re financially stable, have you ever thought about your savings and felt some mixture of worry, regret, or distance? Such feelings can cause massive stress, and it’s one of the key reasons why people make panicked investment decisions. That’s why it’s so critical to change your mindset about investing.
In this talk, I cover the importance of achieving a growth-mindset about money. I want the audience to say "goodbye" to viewing their nest egg as a burden. Instead, I'll have people see their savings for what they are: assets that can help you build even greater wealth.
And once you learn a growth-mindset about money, you’ll find so many possibilities to generate wealth for years to come.
In this talk, I cover the importance of growing your assets safely and responsibly. Everyone knows to save for retirement. But often, even affluent individuals and families aren’t convinced they’re on the right track. That’s because most financial advice focuses on playing defense. But when it comes to investing, a good offense is a FAR better choice.
These days, it's not enough to buy "safe" low-yielding investments or ETFs and hope for the best. That's because, with people living longer and pensions getting cut, you run the risk of outliving your savings.
We'll cover the broad strokes of what it means to diversify and invest for growth. This talk will be suitable for novice investors and advanced alike, since we'll be covering concepts that anyone can learn.
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