I am committed to applying structure and discipline to each of my client’s financial situations through detailed analysis of their finances. I use a top-down approach to review all aspects of the individual client’s financial picture, tailoring highly customized investment plans to help them work toward attaining their lifetime goals.Paul Krumenacker, Managing Director, and I formed Wealth Advisory Services in 2003 where we lead a team of seasoned professionals who provide personalized guidance that puts your financial goals first. Prior to founding Wealth Advisory Services, I managed a financial practice at Prudential Securities. At Prudential, my roles included Assistant Branch Manager and Branch Training Manager, where I providing clients with independent financial advice and trained all new financial advisors in asset management.Wealth Advisory Services operates as an independent practice, with no mandated corporate product quotas to fulfill. Yet the financial professionals at Wealth Advisory Services are also supported by the vast resources of LPL Financial, who give us access to independent research, state-of-the art technology and innovative investment tools that allow us to devote our full attention to your needs and objectives.Our alliance provides our clients with a level of stability and service providing a combination of individualized service and comprehensive support that helps to ensure you are receiving the highest standard of financial management that the industry has to offer.