My team and I provide decades of experience and knowledge regarding financial planning, standard and alternative investments, tax strategies, generational wealth transfer, as well as, banking and lending capabilities.
Clients have said that the one thing that sets me apart from other investment advisors they have interviewed or worked with, is how much I care about my clients. This is something that I am most proud of, as building a long-lasting relationship is just as important as portfolio construction. My goal when working with clients is to get to know them and their families on a deeper level. This allows me to act as a personal CFO when needed, make their lives easier, and customize a financial future for them, and for generations to come.
Our team is adept at creating customized investment plans for each client, including, but not limited to:
• Comprehensive Financial Planning
• Asset Allocation Plan - Designed specifically for each client
• Alternative Investment Strategies
• Tax Mitigation Strategies
• Full Suite of Tax Management Services
• Cash Management and Lending capabilities
The investments listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.
Securities Agent: SC, PA, OH, NY, NJ, NC, FL, GA, IL, IN, LA, MA, MO, PR, AL, AZ, CO, DC, MD, KY, CA, VA, TX, TN; General Securities Representative; Investment Advisor Representative
NMLS#: 1279474