Garrett began his career in financial services with AXA Advisors (now Equitable Advisors). He helps his clients achieve their goals through comprehensive financial planning. He is particularly passionate about tax planning; helping clients plan for the most tax-efficient means of wealth accumulation, distribution, and transfer.
Beyond financial planning, Garrett’s focus on the True North team is investment analysis and portfolio management. His educational background and experience prepared him well for this. Garrett completed his undergraduate degree at the University of Virginia. He subsequently earned his Master’s of Science in Finance from ESADE, a university perennially ranked one of the top in the world for this degree. He has also earned his Chartered Financial Analyst® (CFA®) designation. This designation is focused on in-depth investment analysis and advanced portfolio management skills.