“Throughout my 20-years of experience as an expert in private wealth management, I have found working with physicians to be extremely rewarding because of their complex financial situations. My expertise includes active investment management, retirement planning, 401K & IRA rollovers and strategies to reduce income and estate taxes. Using my unique 4-step retirement planning process, we define for the physician a clear framework for financial security.   

One of my first clients was a physician and owner of several surgery centers in Georgia. And recently I worked with a cardiovascular surgeon on his investment strategies. Currently, we are working together to formulate a financial strategy for his Irrevocable Life Insurance Trust, a new Living Trust to protect assets and then creating a retirement portfolio using both is 401K and SEP IRA. The strategy was simple: to avoid unnecessary income and estate taxes and to improve his investment portfolio.”