Advisor | Vice President
CurrentPrevail is an organization that challenges the financial services industry status quo.Our belief is that the financial services industry, as a whole, puts too much emphasis on the accumulation phase. And while that's obviously important, not enough attention is typically given towards the distribution phase; both for retirement as well as legacy to heirs. In particular, how taxes will significantly erode any accumulated value when assets are distributed.I'm thankful to lead a team of advisors - subject matter experts - where together we help individuals and families create more financial control and certainty.