At the core of my being, my heart and soul are moved by combinations of rhythm, sound, and silence. I was trained as a musician, mostly in classical music. This foundation gave me a thorough understanding of the building blocks of music. I was surprised to learn much later that this same musical foundation formed a basis for my understanding and implementation of personal financial planning and investment management.

To invest wisely, you must consider the entire “work”. Any symphony or opera spans a very long amount of time and has many smaller subsections within it. Obtaining financial security is not a one-time activity. It is a series of interconnected decisions and behaviors that move you toward completion of your “work”.

While music can be done alone, it is much more fulfilling when many musicians work together. The orchestra is a perfect example of sound investment management. Each orchestra has one conductor, each section, and one leader. Each individual instrumentalist must accurately perform his part to develop melody and harmony. I am your financial “conductor”. I help you to surround yourself with an “orchestra” of professionals to address your many financial, legal, and accounting needs.