Is your money being managed in a way that is improving your life? Does your portfolio align with honoring your purpose? How can I help improve or complement your current circumstances? In my 16 years in this profession, I've learned the "numbers" themselves are not always the full picture. Until I understand your story, I am in no position to instruct you on what to do with your money. I'll meet you where you are and keep using your "why" to guide you in making decisions. My practice is tailored to affluent clients with sophisticated needs and complex compensation, including equity and endorsements. I take pride in my sports and entertainment industry knowledge and my unique experience serving the following professions: business owners, executives, professional athletes, coaches, creators and entertainers. I maintain continuing education, advanced designations and a robust professional network to help ensure our clients' strategies are cutting edge in light of the ever-evolving tax law, estate law and regulatory changes. Our signature experience is dedicated to providing comprehensive, life centered wealth strategies. We deliver it in a virtual family office format working with professionals from multiple disciplines including CPAs, agents, attorneys, valuation experts, risk advisors, investment bankers, business managers, etc. We believe your team of trusted advisors shouldn't compete; they should collaborate, and everyone's "team" looks a little different based on their diverse needs. It is better to prepare than repair, so I coordinate meetings at least annually to review strategies, check our progress and mitigate potential conflicts of interest. I approach each interaction with the following in mind: Where can I add the most value and leverage the most impact? It is paramount our clients feel understood, secure, informed and in control. You can expect unbiased guidance and client confidentiality from me.I hold the Certified Exit Planning Advisor®, or CEPA®, designation, the CERTIFIED FINANCIAL PLANNER™ certification and the Certified Private Wealth Advisor® certification. I am an NFLPA Registered Player Financial Advisor.My team member, Jenn O'Connor, and I are honored to partner with clients throughout their lives by planning for the expected while preparing for the unexpected – with a strategy that's positioned for a life well lived.