I am passionate about helping clients preserve and grow their families wealth by guiding them in the areas of investment, retirement, and estate planning strategies. I believe that a relationship with an advisor is built primarily on earning trust, something I do not take for granted. The goal of my client service team is to provide a level of personalized service unmatched by my peers. My investment philosophy is to create a tactical asset allocation unique to each client that attempts to maximize household risk adjusted return as established within their investment or retirement plan. I received my Certified Investment Management Analyst® (CIMA®) designation in 2003.
Services Include
- Financial Planning
- Wealth Management
- Professional Portfolio Management
- Estate Planning Strategies
- Philanthropic Services
- Endowments and FoundationsFootnote5
- Planning for Individuals with Special Needs
- Trust Services*
- Planning for Education Funding
- 529 Plans
- Lending Products
- Alternative Investments
- Structured Products
Securities Agent: VA, NY, FL, NC, PA, MI, AZ, SC, MN, NV, CA, IN, IL, DC, AL, OR, WI, TX, IA; General Securities Representative; Investment Advisor Representative
NMLS#: 1475803