I am a registered investment advisor and have over 25yrs experience bringing together wealth management and mortgages. I am among the top 1% of financial advisors nationwide to earn both the Accredited Wealth Management Advisor (AWMA) designation as well the Certified Mortgage Planning Specialist (CMPS) designation. As a Private Wealth Advisor at Merrill Lynch and US Trust ( Bank of America), I was an advisor to some of the wealthiest families, individuals, and corporations in America. One of Bank of America’s top loan officers and a Merrill Lynch mortgage champion for 8 years. Using my background and expertise in investments, financial planning, and finance, I created a powerful and one of a kind service for ultra-high net worth and high net-worth clients that significantly increases wealth, increases cash flow, and reduced risk with tremendous success. During the financial crises of 2008/09 and thru 2012 I took thousands of calls from individuals looking for mortgage help. They all started to have common characteristics and I realized there was an information gap filled with myth and misconceptions that was destroying lower and middle-class America. It was then the concept of Synergistic Wealth was born. In 2018, I went out on my own to help all Americans use my expertise to grow and protect their wealth and help families from all wealth levels. My CMPS certification status speaks to my mortgage planning expertise in working with clients to tailor a mortgage that complements long-term financial goals. This is a unique skill among financial advisors that requires extensive training and expertise in the areas of taxation, estate, investment, and financial planning. I regularly teach classes on a range of topics covering everything from Investments, Mortgages, Insurance, and Estate planning. My courses are approved by CFP board, NAR, and NASBA. I love working with young and mid-career professionals especially but ultimately, I love helping everyone regardless of where you’re starting out. It’s a great feeling when you're on a clear path to reach your financial goals. Let us help you get on your clear path and call me today We provide advice and guidance in the following areas:• Retirement Planning• Investment Management• Mortgage & Real Estate Planning/Financing• Insurance Planning• Trust & Estate Planning services• Foundations & Endowments• Defined benefit plans• Philanthropic Planning • Liquidity and Credit Analysis• Mergers and Acquisitions• Education Planning• Commercial Financing