I create solid financial plans and find insurance and investment solutions for clients with high net worth. With over 15 years of industry experience including tenure at a major bank firm, I have provided insurance strategies that can be used for building, preserving and protecting wealth. I bring extensive knowledge, a unique skillset and a track record of managing sophisticated and complex insurance solutions catering to high net worth families and individuals. I will work with you to evaluate your needs and develop strategic insurance and investment based solutions to meet your short and long-term goals.