While I have a law degree myself, I am now a Financial Advisor; utilizing that legal knowledge to assist attorneys and their clients as a Financial Advisor. Ultimately, I help professionals plan for their financial future - Our team provides a holistic approach to financial planning by focusing on what is most important to the people we work with; personally, professionally, and financially. We partner with clients to address their investment and savings strategies through risk management and tax efficient avenues; educating them on options to more strategically achieve their goals. While doing so, we create clarity in helping build a path toward financial security for both business planning clients, as well as personal planning clients. Although I work with clients of most any background, I primarily work with veterans, attorneys, business executives, as well as professional and college athletes; as I have personal experience in all of those areas. My planning philosophy hones in on both the defensive and offensive sides of financial advising, with an emphasis on a client's understanding of financial literacy and burning desire for goal accomplishment.