Using a plan based approach, we map out our clients financial future, whether it be for their family or business. My team and I put our clients on a path to achieve their goals and fulfill their wishes, helping them retire comfortably and thus guiding them not only to, but through retirement.

As a Firm-designated PIM Portfolio Manager, I provided the investment analysis and strategicasset allocation services, rather than outsourcing these roles toother financial professionals. I also embraced Financial Planning and it has become a cornerstone of our client relationships.

I earned the PIA designation at Merrill Lynch which entitled me to be in the 10% of advisors able to manage client money on a discretionary basis. I also helped my clients navigate and mitigate the damage caused by the financial crisis of 2008.

I went through the Morgan Stanley Training Program and was 1 of 8 advisors to graduate out of over 200. Taking what I learned from my mentorship and in the training program I helped my clients survive the bursting of the tech bubble.