I offer a unique perspective to the independent financial planning industry. Starting my career at various large financial institutions, and after spending years serving clients that met the firm’s high net worth requirements, I wanted to take his knowledge to more than a select few. I founded Brookside Wealth Management to serve a wider range of individuals while providing a financial education to my clients.
At my firm, planning starts with your goals and objectives and I combine that with a broad institutional background. I draw on over a quarter of a century of experience to provide a truly unique approach to wealth management. Whether you’re in the prime of your career, looking to start/sell your business, or preparing for retirement, I am committed to enhancing your financial goals and objectives.
Trust is a hallmark of my firm. I believe you deserve custom strategies that take everything into consideration, from risk tolerance and family situations to employment history and more. While shifting markets can provoke emotionally-driven decisions, I advise you to manage tough investment concerns and stay on the path to success. Through understanding the full picture of your financial life, I tailor your plan to work towards your most valued goals and objectives.
