Investment Consultant
As an Investment Consultant I work to grow relationships with new and long-term clients in order to help them engage in a deeper understanding of their financial situation. By listening and understanding a clients financial objectives I'm able to assist in their ultimate success. I work to bring my formal education, training, and 15+ years of experience with the markets into each interaction with clients in order to improve and further their investment knowledge in equities, options, mutual funds, ETFs, automated investing, and portfolio management.