With a passion for helping affluent families, business owners, and private family foundations achieve their financial goals, I specialize in delivering comprehensive wealth management services through Aero Capital. We provide a holistic approach that encompasses wealth planning, asset management, tax-advantaged investment strategies, estate planning review services, and charitable giving strategies.My journey in finance began at a multinational investment bank, where I progressed to the role of Vice President/Investments and Branch Manager. During this time, I earned my CERTIFIED FINANCIAL PLANNER™ certification and the Certified Private Wealth Advisor® designation, along with life, health, and variable insurance licenses.Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org.Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Mariner Independent Advisor Network a registered investment advisor. Mariner Independent Advisor Network, LLC. and Aero Capital are separate entities from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.