When I speak with business owners, corporate executives and sales professionals, I often hear their frustration with the time and effort they spend overseeing the many moving parts in their financial life. Additionally, they may have accumulated non-traditional assets – business interests, concentrated stock, real estate and alternatives – which can pose special challenges and create anxiety over making the wrong financial choices. Our job is to analyze each unique situation and to help clients with the necessary planning to connect their wealth to their goals. I believe how you envision your future, and what you aspire to, should drive the planning process. In addition to helping align your investments with family priorities, the work we do together can bring order to your daily financial life and focus to what’s most important to you. This planning-based approach can shed light on the different ways you can use your wealth to help address the needs of family members. I strive to help build the financial acumen of the next generation so they can see how your financial strategy can be aligned with their future needs and goals. I believe financial education is one of the best ways to help you and your family remain focused on following your strategy during times of market volatility, unpredictable life events and economic uncertainty. To assist you with tax minimization, wealth transfer and business succession strategies, I can access the knowledge and specialized skills of wealth strategists and trust specialists from Bank of America. If you’re a business owner with concentrated stock, I can also access Bank of America Private Bank to assist you with liquidity through lines of credit and other cash management strategies.