Specialties
About Me
After working for major Wall Street firms, I founded The Wealth Collective with one goal: To help people make smart decisions about their money, with the care and attention to their needs that they deserve.
Today, we work with successful business owners, professionals, executives, and affluent retirees, all wanting a trusted partner managing their wealth. Our clients are located in CA, OR, TX, NM, FL and other states. Whether you're looking to create a bullet-proof retirement, protect your business as you look ahead to the future, or want to leave a legacy for your family, I bring sophisticated planning and investment expertise to your corner. This includes robust risk management and asset protection strategies designed to plan, protect and grow your wealth. What makes me most proud? Our clients come to us exclusively (100%) through unpaid referrals from other satisfied clients and trusted advisors like CPAs—this is a testament to the genuine relationships we build and the work we put in for clients. From reviewing your tax return and health insurance every year, to your life insurance and personal liability insurance coverage, The Wealth Collective reviews as much relevant information about your finances as we can. I never charge clients to get to know them, so feel free to schedule an initial call or video meeting and we'll get to know each other.
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Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
CFA, CFP®, RICP®, CLU®
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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Disclosures
Disclosures: Services are offered through The Wealth Collective LLC, a Registered Investment Adviser. Clients should note that The Wealth Collective will not provide accounting or legal advice, nor prepare any accounting or legal documents. Clients are urged to work closely with their attorney and/or accountant in implementing our recommendations. However, at the client’s request we may recommend the services of a third-party attorney, accountant, tax professional or other specialist. The Wealth Collective is not compensated for these referrals. Advisory services are only offered to clients or prospective clients where the Wealth Collective, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by The Wealth Collective, LLC unless a client service agreement is in place. This message is confidential and intended solely for the recipient specified in the message. If you have received this in error, or if you are not the intended recipient, please reply to this message and then delete it. Thank you, and have a nice day. {^_^}