After 20 years in the financial services industry, I saw many industry practices driven primarily by sales quotas, not client needs. I started Symphony Wealth to serve entrepreneurial families who have complex financial concerns, ambitious goals, and unique challenges.What clients don’t need is financial stress holding them back. They want a trusted partner—someone not distracted by conflicts of interest, someone who sits on the same side of the table. At Symphony Wealth, we work in a fiduciary capacity 100% of the time, so you never have to worry about ulterior motives.Over the last two decades, I completed an MBA, obtained the CERTIFIED FINANCIAL PLANNER™ designation, and added exit planning (including the in-depth CEPA certification) for business owners to my service offerings. I’ve also started three businesses, exited one personally, and helped numerous clients through their own business exits as well. I am an incorrigible serial entrepreneur at heart, and I love working with that same community. I also enjoy working with executives and retirees to help them plan for retirement, invest prudently, and leave a legacy worthy of their hard work and reputation.