Equity Compensation confuses even the most sophisticated executives. My team can help you understand yours. We are Executive Wealth Planning Partners and WorkWealthy.com
We provide Equity compensation financial planning, equity compensation plan administration consulting, plan participant education and communication, 10b5-1 diversification plans, insider trading compliance training and stock plan management. All advice is focused on helping corporate executives and their families with multi-million dollar portfolios sustain a lifetime income stream sufficient to sustain their preferred post-retirement lifestyle.
I spent 28 years as a financial adviser at Morgan Stanley before leaving to start my own advisory firm, Executive Wealth Planning Read more
Equity Compensation confuses even the most sophisticated executives. My team can help you understand yours. We are Executive Wealth Planning Partners and WorkWealthy.com
We provide Equity compensation financial planning, equity compensation plan administration consulting, plan participant education and communication, 10b5-1 diversification plans, insider trading compliance training and stock plan management. All advice is focused on helping corporate executives and their families with multi-million dollar portfolios sustain a lifetime income stream sufficient to sustain their preferred post-retirement lifestyle.
I spent 28 years as a financial adviser at Morgan Stanley before leaving to start my own advisory firm, Executive Wealth Planning Partners (affiliated with First Financial Equity Corp.) We specialize in providing consulting and asset management services to public companies, their employees and qualified retirement plans. Through a series of strategic partnerships my team offers stock plan administration, corporate cash management, 401(k) plan administration services and individual asset management. WorkWealthy.com is our client service and financial planning portal.
I am also the founder of the National Association of Stock Plan Professionals (NASPP) Rocky Mountain Chapter and currently serve as Chapter President. This organization is devoted to the promotion of professionalism in the design, administration of and advice to equity compensation plans and their participants at the nation’s publicly traded companies. I am also a member of the Global Equity Organization (GEO), the National Center for Employee Ownership (NCEO) and the Financial Planning Association (FPA).
