As I learned in my early days at Accenture, there is enormous value in specialization. Financial planning is no different. I provide clients with unparalleled and efficient management of Accenture’s distinctive compensation.

I strive to know more about Managing Director compensation than any other financial planner, which means you’ll never have to teach me about your compensation as you would other planners, in fact, I have the knowledge to help my clients discover benefits they may be missing.

Beyond my specialization, I partner with some of the best in business to include tax preparation and estate planning in my services — this ensures these vital components are not afterthoughts handled independently, as so often is the case, but rather optimized as part of a broad financial picture.

You’ve spent your career delivering for clients; you’re the client now.

*Please note: Adventure Wealth is not affiliated with or endorsed by Accenture in any way. I am an independent registered investment advisor and operate Adventure Wealth to serve Managing Directors from across the United States.