Stuart has spent the past five years helping clients navigate the complexities of their financial lives. In his current role as a Family Advisor and Investment Advisor, he works closely with clients to understand their unique financial goals and help them create personalized strategies to achieve those goals.

Prior to his current role, he  served as a Trust Advisor and Paraplanner, where he honed his skills in financial planning and wealth management. As a Portfolio Management Associate, he gained valuable experience in investment analysis and portfolio construction.

Throughout his career, Stuart has been committed to providing exceptional client service and building long-lasting relationships based on trust and transparency. He is passionate about helping individuals and families achieve their financial goals and believe that thoughtful planning and disciplined execution are the keys to success.