Managing Director
CurrentI am a CERTIFIED FINANCIAL PLANNER™ Professional, Chartered Financial Consultant®, Retirement Income Certified Professional®, Certified Exit Planner™, and a member of the BEI Network of Exit Planning Professionals™. I work with clients across the country who are healthcare professionals, executives, and business owners in the areas of financial planning, business exit planning, estate planning, asset management, insurance planning, and philanthropy.Registered Representative and… Show more I am a CERTIFIED FINANCIAL PLANNER™ Professional, Chartered Financial Consultant®, Retirement Income Certified Professional®, Certified Exit Planner™, and a member of the BEI Network of Exit Planning Professionals™. I work with clients across the country who are healthcare professionals, executives, and business owners in the areas of financial planning, business exit planning, estate planning, asset management, insurance planning, and philanthropy.Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. Rethink Wealth LLC is not an affiliate or subsidiary of PAS or Guardian. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. CA Insurance License #0L00236This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Show less