I enjoy helping individuals and families grow wealth and achieve financial freedom, so they can spend more time doing what's important to them with the people they love
I'm originally from New Zealand and moved to the USA in 2009. I previously worked in the international logistics business. I am happily married with twin ten-year-old girls, which consume most of my leisure time.
My ideal client would be 45+ years old, high income earner and thinking seriously about retirement or long term financial goals. They may lead very busy lives so would value the advice of a professional when it comes to investing. They also may have multiple, complex financial goals they need help with.