Simply put, investment management & financial planning. No corporate agenda, red tape or 800 numbers. You can expect a next-level private asset management experience where the focus is squarely on you and your best interests.

I am privileged to partner with Vanderbilt Financial Group to bring my vision, Fortress Wealth Solutions, to life. Vanderbilt is a boutique investment advisory firm that believes in making a difference in lives and communities and provides cutting edge tech with a family office feel.

After many months (8) of exhaustive due diligence it was clear that Vanderbilt is the right partner for me and my top clients to continue our shared financial journey together. This path is a natural evolution of my practice at this point in my career and I’m very grateful to have the platform to provide my clients with the highest standard of care possible.

Fortress Wealth Solutions was built specifically with you (yes YOU) in mind. In limiting my practice to a small, tightly controlled number of families you should expect an uncommon level of care, attention and thoughtful analysis. You can now expect to have access to an expanded suite of investment choices and state of the art fin-tech that will help you monitor and interact with your portfolio in new and insightful ways!