As the Managing Director @ Asset Strategy (A|S), for over 35 years I direct an independant financial services organization and work with clients providing a team approach to investment advisory, tax planning and wealth management services to small/mid size business owners, individuals, families, and institutions. As an Accredited Investment Fiduciary Analyst (AIFA) and Global Fiduciary Strategist (GFS), I apply behavioral finance principles and global leadership practices to help our clients achieve their financial goals.At A|S, our team of professionals offers customized solutions that align with our clients' values, needs, and preferences. We leverage our extensive network of partners and resources to deliver comprehensive and holistic financial planning, portfolio management, risk management, tax planning and retirement planning services. We also educate and empower our clients to make informed and rational decisions, using behavioral finance tools and techniques to overcome cognitive and emotional biases. My mission is to help our clients optimize their financial well-being and secure their legacy.