My premium brand are the financial professionals with whom I work with at Saltpoint Capital Partners. We work hard at delivering extra special results every day.I am the founder of Saltpoint Capital Partners. We are structured and staffed to serve the goals of our clients families in all areas of wealth management from financial goal setting, to long-term wealth strategies such as legacy planning, philanthropy and wealth transfer strategies.We specialize in working with senior management at public and non-public companies, as well as successful business owners.KNOWLEDGE DIFFERENTIATORSExecutive Benefits:Stock Options / Restricted Stock Units / Pension Plans / Deferred CompensationWealth Management:Custom Portfolios / Concentrated Equity Strategies / Philanthropic Assistance / Advanced Wealth Transfer & Estate Planning Strategies / Coordination With CPA & Estate Planning AttorneysMY PROFESSIONAL EXPERIENCEPrior to founding Saltpoint Capital Partners, I spent 5 years at Wells Fargo Financial Advisors Network, 14 years with Merrill Lynch and started with Waddell & Reed in the beginning of my career. I am joined by 2 Certified Financial Planners, a Portfolio Manager and outstanding support staff. Our goal is to bring the capabilities and experience of Saltpoint Capital Partners to help families achieve their financial goals through a custom financial plan, tailored investments strategies and cutting edge technology. I WELCOME A CONNECTION IF YOU:* Are looking to work with a dynamic financial services team that is passionate about helping the families we work with accomplish their financial goals.* Would like a complimentary MoneyGuide Pro financial plan.* An outline of 1st year onboarding process.* Are a CPA or Estate Planning Attorney.* Would like to be connected to anyone in my network.This information is intended for use only by residents of AZ, CA, CO, CT, FL, IL, IA, MI, MN, MT, NY, NC, ND, OK, SD, TN, TX, UT, and WI./*********/