As a fee-only Registered Investment Adviser (RIA) with over 20 years of experience in investment management, tax planning, and estate planning, I am dedicated to helping clients achieve their financial goals through personalized financial planning and investment strategies. My expertise allows me to guide clients with complex financial needs and goals.
I founded 9M Investments to provide customized financial planning and investment strategies that align with my clients' unique needs and goals for the future. As an independent firm, I can focus solely on my clients and provide the highest standard of integrity and transparency every step of the way.
As a solo practitioner, I work closely with clients to ensure I understand their unique situations, and I strive to provide a personalized approach to each of them. I am committed to helping clients navigate complex financial decisions, regardless of their current financial situation.
When I'm not thinking about my clients, I’m chasing around my two young kids. I love running and have participated in a multitude of races, from 5K's to half-marathons. I enjoy gardening, but especially love cooking with fresh fruits and vegetables (which only one of my kids will eat). I'm also a voracious reader—this mainly tends to be economics, market-related topics, and of course anything and everything Dr. Seuss!