What differentiates you from other advisors?
As a wealth advisor for high-net-worth families, I believe that true financial success is about more than just playing defense and managing your assets. It’s about being on offense and seizing opportunities when they arise, while also having a trusted advisor by your side to help navigate the complex moments in life. Whether you’re a business owner selling your business, an athlete signing a new contract, a corporate executive switching roles or retiring, or a family going through a wealth transfer, I’m here to provide the guidance and expertise you need to help make the most of these critical moments. With a focus on proactive planning and a deep understanding of your unique needs and goals, I’ll help you stay ahead of the game and pursue financial success on your own terms.
If you didn’t work for Bernstein, what else would you be doing?
If I didn’t work as a wealth advisor, I would pursue my passion for food and open my own restaurant. As someone who attended culinary school and loves experimenting with new recipes and flavors, I have always dreamed of owning a restaurant that provides a unique and memorable dining experience. Just as I work to create personalized financial plans for my clients, I would strive to create a restaurant that offers a personalized dining experience, tailored to each guest’s tastes and preferences. I would approach the restaurant business with the same sense of entrepreneurship and dedication to building a successful business that I bring to my work as a wealth advisor. Ultimately, whether I am helping my clients achieve financial success or creating a memorable dining experience for my guests, my goal is always the same—to provide exceptional service and support that exceeds expectations.
What kind of experience do you offer to your clients?
We believe that financial planning is about more than just numbers and investments—it’s about building strong relationships with our clients and earning their trust. We take a personalized approach to financial planning, working closely with each client to discover their unique needs, goals and values. We are committed to providing a seamless and high-touch experience that helps our clients achieve financial success. Ultimately, our mantra of “Discover. Plan. Execute.” reflects our dedication to building strong relationships with our clients, earning their trust and providing the personalized guidance and support they need to achieve their dreams.