Comprehensive portfolio management
Ongoing investment monitoring
Cash flow and tax planning
Coordination with other professionals
28 years experience within the financial field ranging from high net worth boutique hedge funds to managing mainstream banking clients. Have a wide range of education from life sciences to financial MBA. In depth understanding of financial challenges facing medical professionals in an uncertain healthcare environment.
Married to a successful family practice physician.
Degree(s): BS - Majors Premed, Chem., Biology, MBA, concentration on Finance
What I do:
Help financially guide physicians, and medical practices, by providing financial clarity and smoothing out the emotional roller coaster ride in the client's financial journey.
There is currently uncertainty within the medical and healthcare landscape affecting the medical community, creating uneasiness about their personal financial well-being. My background working with physicians and medical communities allows me to ease those fears and put them on the right track to financial happiness.