A King accomplishes little on his own. And can a Queen really win the game alone? Who makes her clothes? Services her car? Builds her home?

This is reality. We assemble our pieces - some more valuable than others - and we make our moves, aiming to win the game.

Whether you are a King, a Queen, or something in between, consider me as your trusted Bishop:

At your side. Offering counsel. Making moves on your behalf when needed.

But ultimately, the game is yours to play.

My role? To increase your odds of winning - whatever winning means to you.

The best chess players think five moves ahead.

In financial planning, that’s where I thrive.

If you are looking for a 20 year retirement projection, sure - I’ve got the software. I’ll run the numbers if that’s valuable to you.

But let’s be honest: No one really knows what the world will look like in 20 years - or if we will even be here to see it.

That doesn’t mean we don’t plan

That doesn’t mean we don’t invest.

It just means we stay: Fit. Agile. Smart. Strategic.

So what are the key investment themes in 2025?

Well… I’m five moves ahead - and since some of my competition is probably reading this - let’s save that for when we are in private.

Reach out. Let’s build and protect your position on the board.