With over 20 years of experience advising high net worth individuals and families, I serve as President and Wealth Advisor of SKM Wealth Management, LLC, an independent Registered Investment Advisory firm dedicated to delivering clarity, confidence, and continuity in every financial journey. My practice is built on a foundation of fiduciary responsibility, personalized strategy, and long-term relationships. I take pride in helping clients navigate complex financial decisions with thoughtful planning, disciplined investment management, and a deep understanding of their goals, values, and legacy. At the heart of my work is a commitment to earning trust - one conversation, one plan, and one milestone at a time.
Prior to SKM's genesis, I spent over 20 years in corporate and private wealth management roles, at one point managing over $1 billion in family relationships. I have a high attention to detail, working closely with clients to develop strategies that align with their unique goals, risk tolerance, and legacy plans. From tax optimization to estate planning, my comprehensive approach ensures your wealth is protected and grows sustainably for generations to come. I pride myself in helping families navigate the complexities of managing their wealth with clarity, education, and expertise, so you can focus on what truly matters the most.
I am passionate about building lasting relationships and educating clients, empowering them to make more informed decisions around their financial futures. I coordinate with a client's other trusted advisors, when necessary, to ensure every expert is working in partnership to ensure a client's best interests are at the heart of all recommendations provided.
Outside of the office, you can likely find me outdoors enjoying the garden or working on a landscape project. I'm an avid cyclist and golfer who enjoys the unique challenges each sport entails. I participate in several charitable events throughout the year that coincide with these interests of mine. Additionally, as a father and husband, I enjoy a rich family life blessed with two of the most beautiful souls on this Earth.
I welcome the opportunity to hear about what's most important to you!