Advisor profile

TNG's Approach

At TNG, we take a 3-step approach when working with new clients.

1. First, we seek to understand by asking clients lots of questions–helping them to get crystal clear on what they unapologetically want (as well as what they want to avoid).

2. Next, we collaborate with them on a plan that identifies what is necessary to get them what they want. What are their options? What must they choose to start and/or stop doing to reach their goals?

3. And then (and forever more), we act as their guide, accountability partner, and quarterback to help our clients implement the plan that can turn their dreams into a reality.

We listen. We collaborate. We execute.

3
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Investment Management
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Small Business
  • Executive Compensation and Benefit Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Intergenerational Planning

Awards & recognition

  • TNG Private Wealth, Forbes Best-in-State Wealth Management Teams, 2023-2024

Honored to be recognized in Forbes

I’m excited to share that TNG Private Wealth has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. This list includes top teams from across the industry who are committed to helping their clients stay focused on their long-term financial goals. Thank you to our clients for trusting us with your financial futures. And thank you to my remarkable team – your dedication inspires me every day.

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