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I started working as a financial advisor in 2000 after an 11-year career as an offensive lineman for the New Orleans Saints. My career in the NFL was a tremendous experience and opportunity but it also came with the added responsibility of managing the wealth accumulated in a prudent manner. My decision to enter the financial services industry was a natural extension of helping others address many of the same issues I had to address in my personal life. My clients benefit from my unique experience and education. I am a certified financial planner® professional who has developed and refined a process that puts the pieces of my clients’ financial puzzle in place as their life unfolds and their needs evolve.
When we work together I am the navigator of your financial sailing ship. You are the captain and set the ship’s direction with your short term and long-term goals. My role is to devise a plan that helps get you from where you are today to where you want to go.
While on this “voyage” the winds will change, the currents will change, and a storm or two will likely be encountered. As your navigator it is my role to focus on the things that matter and that can be controlled. There is a famous quote in sailing that says, “It is the set of the sails and not the direction of the wind that determines which way we go.” I am responsible for “setting the sails” during your voyage.
Michelle is responsible for working with both new and existing clients on account openings, money transfers as well as many other account servicing needs. Her top priority is to make sure your needs are met.
Sandy has the important role of ensuring our clients meet with me on a regular basis. When our clients want to speak with me, Sandy makes that happen. Her top priority is developing relationships with you so we can better understand and serve your needs. We provide a full-service concierge experience to you. Sandy is an integral part of the process.
Our mission is to bring to our clients:
- An increased confidence in reaching their financial goals while lessening uncertainty about their financial future through financial planning.
- Portfolio management that allows them to spend less time worrying about their money and more time enjoying it.
- Investment strategies designed to adapt to different market environments.
- Service that exceeds expectations
- Our experience and knowledge to help find solutions to their financial questions or concerns that are right for them.
Who We Are
Our team has been helping people manage their wealth since 2000. We offer you the knowledge, depth of resources and commitment needed to actively manage and preserve your wealth. We simplify your wealth management so you can devote your time to your family, your business, and your other pursuits.
I am a graduate of the University of Virginia where I earned a B.A. and an M. Ed. I am a Certified Financial Planner® professional. The CFP® certification is generally recognized as the highest standard in personal financial planning and less than 25% of practicing financial advisors can claim this distinction.
I focus on comprehensive financial planning, retirement income planning, custom portfolio management, as well as wealth management for retirees, business owners, executives, professionals, families and individuals.