📍 Based in: Boynton Beach, United States
🌍 Serving: North America & Europe
Senior Wealth Advisor for Americans Moving Abroad & Cross-Border Financial Planning Specialist
My academic path is anything but conventional for a financial planner; and that's by design. I hold a Bachelor's in Professional Aviation from Louisiana Tech University and a Master of Science in Financial Services from The American College, a combination that reflects how I've always approached complexity: methodically, with a clear-eyed understanding of what's at stake when the variables change mid-flight.
I work with financially successful Americans who know they want to live abroad, to work or retire someday, but want to do it thoughtfully. That's a specific kind of client, and it calls for a specific kind of advisor. My credentials reflect decades of investment in the technical depth that cross-border and comprehensive wealth planning demands.
About Aspyre Wealth Partners
Aspyre Wealth Partners is a fee-only comprehensive wealth management firm originally founded to serve corporate executives and their families. Over time, the firm has built specialized capabilities across investment management, executive coaching, tax preparation, financial transitions, and comprehensive financial planning.
The common thread across all of it is working with clients at moments that matter: when the stakes are high, the decisions are complex, and getting it right requires more than a standard playbook.
Outside the Office
When I'm not working with clients, you'll find me on the golf course, in the garage with a classic car, in the cockpit, or surprisingly, in the kitchen baking.
Languages Spoken
- English
Client Focus
- US Expat Moving Abroad
Expert Services Offered
- Cross Border Financial Advisor
- Investment Management
- US Tax Prep
Compensation Model
- Fee Only
- Flat Fee
- AUM (Assets Under Management)
