Private Wealth Advisor
I have been in the financial services industry for more than 30 years. After graduating from Boston University, I spent 25+ years at Citigroup as a Director in the Capital Markets Origination Group in the Securitized Markets business. I joined the EMBREE FINANCIAL team in 2017 as a representative focused on east coast business origination.
As a financial advisor representative, I market the Embree way to clients in the mid Atlantic region. I meet with prospective clients to discuss their needs and define how our team can help them accomplish their financial goals. I lead presentations and create customized portfolios for clients based on individual client motivations in collaboration with the entire EMBREE FINANCIAL team.
Living in Pinehurst, NC, I enjoy golf — including with my three adult sons.
Areas of expertise
Young family financial planning
I work with young families at the start of their wealth-building process in planning everything from educational expenses, geographical decisions and home buying/renting.
Recent divorce planning
The divorce process can be complicated. I help clients work through that process and avoid the many pitfalls.
I implement and advise on company retirement plans of all sizes. I also meet with individual employees to go over their investment choices, how to optimize their savings, and how to estimate post-retirement needs.
Questions I often hear:
Am I saving enough?
As part of our process, we gather all pertinent data and analyze future estimated net worth vs. retirement expenditure needs. This helps ensure clients are on a path to successfully paying themselves for the rest of their life.
Do I have the right asset allocation to meet my retirement goals?
We work closely with clients and continually adjust percentage allocations based on recent life events, their financial situation, and current market conditions.
How can I pass along my wealth to my children?
We work with each individual and family as a unique entity with specific needs. We can set up accounts and allocations to efficiently and cost effectively pass on wealth to beneficiaries.