I am a partner and Certified Financial Planner™ at Kinwell. I have always believed that the best way to serve my clients and solve their unique financial challenges is through objective unbiased advice. Kinwell was launched for the betterment of our clients and to provide value in a much different way than of the traditional financial services industry. Prior to Kinwell, I worked for a large fee-only investment advisory firm as an advisor and portfolio manager. Here, my focus included managing clients investment portfolios, developing financial plans, implementing wealth management strategies, and advising on financial wellness initiatives for plan sponsors. During this time, I had the privilege of working closely with a diverse group of clients all across the country.