Senior Wealth Advisor
Harrisburg, Pennsylvania, Us
CPA and fee only financial adviser providing comprehensive, unbiased financial planning resources to my clients. I focus financial planning around putting my clients needs first and developing investment portfolios that will help my clients achieve their financial and personal goals. To achieve these goals, I focus on providing a plan that generates the income needed for a client's specific goals and needs. This is accomplished by focusing on asset allocation, asset location, tax minimization and financial protection (insurance). Additionally, I work with many business owners and corporations on business transition / succession plans as well as plan design and investment management for qualified company sponsored retirement plans. I am a Senior Wealth Advisor at SevenBridge Financial Group. Our firm offers wealth management and financial planning services to private individuals, families, business owners, corporate executives and others, helping them define their priorities, lifestyle needs and milestones. Our services include business transaction planning, retirement planning, multi-generational planning, charitable giving/philanthropy planning, estate planning, and other financial advisory services. In addition to my experience in financial planning / investment management, I also have well rounded financial, management and accounting background. My accounting experience includes but is not limited to financial services, banking, investment companies, hedge funds, real estate companies, hotels / hospitality, manufacturing, distribution and technology. Additionally, I have extensive experience in auditing publicly traded companies including experience in SEC Filings.Throughout my career, I have demonstrated the ability to successfully manage multiple complex clients simultaneously while providing a high level of client service. Additionally, I am noted for recruiting, training, developing, motivating and energizing team members.
