“After a successful first career leading an international financial media company, I founded Nexus Financial Strategies to address precisely the types of challenges I faced as a consumer. I needed help with the constantly moving targets of complicated stock options, tax efficient decision-making, downside protection, and how to create a lasting legacy. I questioned the use of proprietary products and company affiliations, and struggled with finding an advisor I could trust.
If you find yourself in a similar situation, I invite you to connect with me to learn more about my approach. Supported by my team of experienced specialists, I advise business owners, attorneys, physicians, and working professionals in finance, technology, real estate and other fields on a wide range of financial topics.”
Area(s) of Focus
- Business Owners
- Insurance Strategies
- Investment Strategies