My team and I manage investment portfolios worth more than $2 billion for individuals, small businesses, medical practices, non-profit foundations and other high net worth clients. Recognized by Forbes (2022) as one of "America's Top Wealth Mangement Teams," we routinely advise our clients on a wide range of financial planning and investment matters, including making prudent investment recommendations, overall asset allocation and coordination, retirement income planning, education funding, inter-generational wealth transfer strategies, and life insurance planning.For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.
Listed skills include Strategic Financial Planning, Investment Advisory, Asset Allocation, Investments, and 17 others.