We have been working together as partners for over 25 years and as husband and wife since 2004. Through our business principles, practices and professionalism, we strive to build strong relationships with you and your families. During our tenure with Morgan Stanley, we have provided financial counsel and individualized investment management to individuals and their families, professionals, business owners and organizations.
Services Include
- Retirement Planning
- 401(k) Rollovers
- Wealth Management
- Financial Planning
- Professional Portfolio Management
- Cash Management and Lending ProductsFootnote5
- Municipal Bonds
- Fixed Income
- Corporate Investment Solutions
- Business Succession Planning
- Trust Services
- Estate Planning Strategies
- Philanthropic Management
- Sustainable Investing
- Planning for Education Funding
- 529 Plans
- Life Insurance
- Long Term Care Insurance
Securities Agent: TN, NY, NV, MA, AK, TX, CO, HI, WI, AZ, WA, MI, CA; BM/Supervisor; General Securities Representative; Investment Advisor Representative
NMLS#: 1915556
CA Insurance License #: CA 0C96026