About

Your Purpose, Your Plan, Your Impact

 
 

Why GIWM?

Are you eager to live out your life's purpose but find it challenging to align your finances with your aspirations? Look no further; we're here to provide the guidance you need.

Throughout my career, I've observed a significant gap between financial advice and the genuine essence of our lives. It's all too common to hear individuals say, "We consulted our financial advisor, and they reviewed our investments." Rarely, if ever, do I hear that the advisor truly grasped the deep motivations that drive their clients. Each person carries dreams and a profound sense of how they should lead their lives – their life's purpose. Unfortunately, for many, those dreams remain unfulfilled. I believe this is because advisors often fall short in the critical task of truly understanding their clients' innermost desires and then crafting innovative financial plans to bring those dreams to fruition. Let's embark on the journey of planning your next adventure together.

 


  • Founder / Owner

    Originally from Massachusetts, I have lived literally all over the world. Currently, my home is in So Cal. I have been in the financial services business for over 20 years, planning and managing assets for individuals, families, and institutions. I love working with clients to craft a plan that allows them to realize their goals and objectives. My family loves to travel, and with family and friends all over the country and globe, I wanted to start a firm that could serve people coast to coast, and allow me to be geographically flexible, yet able to service my clients at a high level.

    I love being outdoors, experiencing new cities and cultures, and learning as much as I can about finances, faith, and the world around me.

 

GIWM

Global Impact Wealth was started with the desire to provide individuals, families, and institutions with exceptional financial planning and investment management services.

 


  • Proud member of XYPN! As an XYPN advisor, I adhere to strict fiduciary standards and carry the CFP® designation. XYPN is the only turnkey advice and planning platform that makes it possible for fee-for-service financial advisors to build the independent firm of their dreams with complete autonomy.