I’m pleased to have spent my entire professional career with independent financial advisory firms where our interests are aligned with those of our clients. Since 1998, I have helped clients with a range of matters, from personal budgeting to sophisticated investment and tax planning. In addition to advising individuals and families as part of our financial planning team at Financial Alternatives, Inc., I oversee trading and operations. I also guide firm-wide investment policy alongside Jim Freeman, CFP®. Certifications: Chartered Financial Analyst (CFA); CERTIFIED FINANCIAL PLANNER™ Specialties: Integrated Wealth Management; Investment Management; Financial Planning; Asset Protection; Life, Tax, and Estate Planning.