CIO | CCO | RIA | Portfolio Manager | Operations | Compliance | Private Equity | ConsultantStrong background in client service, investment research and management, client communications, operations and compliance within the registered investment advisor (RIA) space. Six years registered representative with a major brokerage. Six years leading investment department of a major financial planning firm. Six years managing compliance and operations for independent RIA running 18 private equity funds and one '40 Act mutual fund.HNW and UHNW clients enjoy working with me because I am helpful, professional, possess expert knowledge, and can solve problems quickly and explain solutions clearly. I also have been privileged to accumulate many life and travel experiences that allow me to relate to clients from many backgrounds.Disclosures:Advisory products and services offered by Investment Advisory Representatives through ABLE Financial Group, LLC, a Registered Investment Advisor. Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. Private Client Services and ABLE Financial Group are unaffiliated entities. Our Advisors are Securities Registered in the following states: AL, AZ, CA, CO, CT, DC, FL, GA HI, ID, IA, IL, IN, KS, KY, LA, ME, MD, MA, MI, MN, MO, MT, NJ, NM, NV, NY, NC, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WY. Our Advisors offer advisory products and services in the following states: AL, AZ, CA, CO, CT, DC, FL, GA HI, ID, IA, IL, IN, KS, KY, LA, ME, MD, MA, MI, MN, MO, MT, NJ, NM, NV, NY, NC, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WY.States PCS does not offer tax or legal advice, always consult a licensed professional for guidance on such matters. ABLE Financial Group is a registered investment adviser. Advisory services are only offered to clients or prospective clients where ABLE Financial Group and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by ABLE Financial Group unless a client service agreement is in place.A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: FINRA (www.finra.org), SIPC (www.sipc.org)