Before becoming a Financial Advisor, I served in the Navy as a Rescue Swimmer. Our motto is “So Others May Live”, and I have embraced that motto into my personal life. I bring my military experience into every aspect of my practice by putting my clients first. I do this by building personalized goal-based strategies for clients who are business owners, physicians, affluent families, and those close to or in retirement. One thing the military taught me is that communication is the backbone to success. I actively listen to your needs, then combine my knowledge and experience to empower you to build and enjoy the wealth you have created. I stay dedicated to your tailored plan and do everything I can so you achieve your goals. I am proud to work with a team with over 65 years of cumulative experience in wealth management. Our goal is to grow your wealth and protect it to last through your retirement, leaving a legacy for your family.
Services Include
- Wealth Management
- Financial Planning
- Retirement Planning
- Estate Planning Strategies
- Trust Accounts
- Planning for Education Funding
- Business Succession Planning
- Philanthropic Management
- Sustainable Investing
- Alternative Investments
- Syndicate
- Structured Products
- Municipal Bonds
- 401(k) Rollovers
Securities Agent: NY, MO, TX, WA, VA, AK, LA, IL, DE, WI, CO, CA, NJ, MI, IN, TN, OK, NM, PA, OR, ME; General Securities Representative; Investment Advisor Representative
NMLS#: 2275121