With more than 20 years of experience as a financial advisor at Morgan Stanley and Edward Jones, I specialize in portfolio analysis and portfolio design for long-term investors.

Throughout my career, I have worked with high-net-worth individuals, family offices, and business owners — including clients with complex financial lives and public-facing careers — helping them evaluate and structure portfolios across a wide range of market conditions.

My expertise lies in understanding how portfolios actually function: how asset allocation, concentration, risk exposure, and time horizon interact — and how to intentionally design a portfolio to support specific goals, rather than relying on generic models or trend-based allocations.

Second Opinion Portfolio Review offers an independent, fresh and objective look at your investments — without selling products, managing assets, or taking control.