I am a financial planner who is also a practicing surgeon and physician. I understand the rigors of the profession and the unique financial position of physicians. I can help you navigate other aspects of your practice and decide whether to join an academic or private practice out of residency.
I want to work with physicians and other professionals to help them achieve their financial goals.
I feel many physicians do not know who to trust when it comes to their money, and I want to provide complete transparency and educate you on the many different aspects of investing.