I'm obsessed with the connections between health and wealth. My aim is to bring my five years of experience both operating a medical practice and overseeing portfolio management for my family's trust to an RIA or hybrid RIA/BD. Giving clients proper guidance to navigate our maze-like healthcare system integrates a synergy within a financial planner's repertoire. This goes far beyond just insurance coverage. Does the client have a healthcare team? What are his/her routine habits? Are there any healthcare-related wishes relevant to an estate? How committed is the family to being healthy? I enjoy these questions and countless other inquiries linked to wealth goals. I look forward to joining a team intimate with the crossroads between financial and personal well-being.