President and Wealth Advisor at Valley Wealth Management.Focus is to provide exceptional customer service to investment clientele. Access to a wide range of investments. Assist companies with managing their retirement plans including:401(k)403(b)SIMPLE IRASEP IRAPreviously involved in the following leadership roles/responsibilities:-Former institutional Risk Manager that managed over one billion dollars in leveraged assets-Experience in RBH, VaR and numerous clearing firm risk methodologies-Responsible for build-out and implementation of new risk modules to assist in firm risk-Review portfolio manager strategies for implementation-Risk management of equities, options, futures and FX risk-Global markets understanding and ability to risk manage across different currenciesSecurities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Insurance products are offered through LPL or its licensed affiliates. Verve Credit Union and Valley Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Valley Wealth Management, and may also be employees of Verve Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Verve Credit Union or Valley Wealth Management. Securities and insurance offered through LPL or its affiliates are:• Not Insured by NCUA or Any Other Government Agency• Not Credit Union Guaranteed• Not Credit Union Deposits or Obligations• May Lose ValueThird party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.