Since 2006 I have been working with professionals in the entertainment industry, the world of technology, and small business owners on designing efficient and effective financial strategies. The overall objective is to work toward improving net worth and reducing risk. That provides for a financial life filled with more clarity, confidence, and stability.
The key areas I work with my clients on are:
- Cash Flow Efficiency
- Wealth Building & Estate Organization
- Business Succession/Exit Planning
- Insurance Analysis, Planning, and Design
One of the things I love about my business is that many of my clients have become longtime friends as a result of our work together.
With my background in film and television production I have a passion for the creative arts and the people that make it happen, from Production Coordinator to the Executive level. I'm always available as a sounding board, even if you don't become a client.
Make sure to schedule a time for us to talk. All meetings are done via web conference so it's very easy. Our first meeting will be a 30-minute introductory conversation to see if there's a fit between what I do and what you're looking for.
Registered Representative of Park Avenue Securities, Financial Representative of Guardian. CA Insurance License #0M82639
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