I was a Financial Advisor that was dedicated to helping private wealth clients meet their financial goals. I provided customized investment management solutions to higher net worth clients, estates, executives and retirees. I also specialize in the implementation and servicing of retirement plans (SEP, SIMPLE, 403b/401k) for small businesses and educational institutions. Worked as part of an investment team that managed assets of 3.8 billion dollars. Customized strategies I provide are:Asset Allocation Strategies, Asset Protection Strategies, Estate Considerations, Legacy Strategies, Financial Analysis and Assessment, Portfolio Reviews and Strategies, Risk Assessment, Strategic Planning, Wealth Management, and Wealth Preservation Strategies.

I was a Financial Advisor with Edward Jones dedicated to providing personal attention in helping my clients understand and meet their financial goals. I served individual investors | Specializing in solutions for business owners, executives and retirees. Some of the services I provided were:Asset Allocation Strategies, Asset Protection Strategies, Estate Considerations, Legacy Strategies, Financial Analysis and Assessment, Portfolio Reviews and Strategies, Risk Assessment, Strategic Planning, Wealth Management, and Wealth Preservation Strategies.