If you work in Biotechnology, Pharmaceuticals, Life Sciences, or Medical Devices this could be the most important thing you read today.

Do you have the time, knowledge, desire, or discipline to ensure you’re making the most of your maximum financial potential? If not, let us focus on your financial planning so you can focus on the science.

𝐖𝐇𝐀𝐓 𝐈 𝐃𝐎: Scenario-based financial planning for Biotechnology, Pharmaceuticals and Life Sciences Executives/Professionals, i.e. modeling and mapping out all the "What-ifs" in life.

𝐖𝐇𝐎 𝐈 𝐖𝐎𝐑𝐊 𝐖𝐈𝐓𝐇: Our team focuses on assisting individuals and families around the country working in the rapidly growing Biotechnology and Pharmaceutical industries.

𝐖𝐇𝐘 𝐈𝐓 𝐖𝐎𝐑𝐊𝐒: While each person's financial situation is unique, we have found that many of our clients share similar career trajectories, navigate similar inflection points and ultimately face very similar, unique financial planning implications. I am also a Type 1 Diabetic, I am indebted to this industry for allowing me to live a better life.

𝐖𝐇𝐀𝐓 𝐓𝐎 𝐃𝐎 𝐍𝐄𝐗𝐓: Well if you're reading this and viewing my profile you must be somewhat interested in learning more. Feel free to use my online calendar link below my profile picture. I look forward to the opportunity of working together!

I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in:
• Retirement Planning
• Estate strategies
• Employee benefit and retention services
• Business continuation strategies
• Advisory Services
• Trust Services

Education

Bentley University