My passion is building comprehensive investment strategies for high net worth individuals and families, and helping my clients navigate life events as they arise. I measure my success by my clients ability to live financially abundant lives, and am privileged to have worked with up to 3 generations of family members in my 30+ years as a financial advisor.I am supported by an accomplished local team and national company. As a result, I can also provide introductions to investment bankers, institutional traders, and specialty financial consultants skilled in asset disposition, asset appraisal, corporate analytics, and corporate forensics. Let us know how we can help.Securities and variable insurance products offered through B. Riley Wealth Management, Inc., Member FINRA/SIPC. These statements, or any other opinion posted on this site, are my opinion only and neither represent nor are indicative of B. Riley Wealth’s overall opinions. For important disclosure information, please visit https://brileyfin.com/capabilities/wealth/disclosures.