About

As a Wealth Advisor at Legacy Wealth Management, I am deeply committed to serving my clients as a fiduciary, guiding them through their financial journeys with integrity and care. I also work to tailor my approach to each individual's unique circumstances to take a holistic approach in working as a team with existing financial professionals (CPA, Realtor, Attorney).

I am passionate about serving individuals to develop a financial strategy that is truly diversified across a variety of asset classes (not just a portfolio that is "diversified" across different stocks), that have the ability to produce equity like returns with decreased volatility, while remaining tax efficient. My goal is to guide clients in making wise investment decisions that not only maximize tax savings but also strategically grow their wealth, enabling them to achieve their desired lifestyle.