Brief Profile Description
I am a partner at Forum Financial Management, a national independent firm with offices in a dozen states, managing over $8 billion of assets.
In my practice, I work with my clients to align their financial choices with their most important goals and most deeply held values.
My objective is to get their entire financial house in perfect order and keep it that way forever so that my clients have a 10 level of confidence that no matter what happens in the markets, the economy, or the world, they will achieve their goals.
I specialize in working with clients who are charitably inclined, for whom I design creative philanthropic strategies that meet financial and personal goals while making an impact on the world.