Forbes America's Top Next-Generation Wealth Advisors in 2018
Forbes Best in State Next Generation Wealth Advisors in 2019.
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As President and Chief Investment Officer of SYKON Capital, I lead a firm built around one simple idea: it’s not just about the money, it’s about what your money enables you to do.
We combine values-based financial planning with institutional-grade investment management, all grounded in behavioral insights. That means fewer cookie-cutter strategies and more tailored, actionable guidance that meets you where you are, and helps you get where you want to go.
Whether you're navigating a major life transition, looking to scale your wealth, or simply want more clarity and control, we’re here to simplify the complex and deliver advice that actually feels personal.
Because at SYKON, we don’t just manage portfolios. We help people live better, more intentional lives.
Forbes America's Top Next-Generation Wealth Advisors in 2018
Forbes Best in State Next Generation Wealth Advisors in 2019.
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