Engineering Professionals
Some of my favorite client relationships have been with helping engineers and their families with retirement planning, investment management, risk management and estate planning.
With company mergers, layoffs and compensation package changes, engineers are in a unique field that requires a trusted wealth advisor to help them make wise financial decisions to protect their assets, income and family.
Tech Professionals
Tech professionals are in a very dynamic and lucrative industry. Their compensation can include equity compensation, which adds a layer of complexity to their financial situation. I enjoy helping these professionals with tax planning and other aspects of financial planning that will help them be successful in achieving their goals for themselves and their families.