Senior Vice President
CurrentLenox Advisors is a wealth management and insurance advisory firm offering solutions to individuals, families and corporate clients. We build close, personal relationships with a select group of clients who share our vision and values. Like our team, you become family. And because you’re family, we go above and beyond for you, driven by a collective passion to help you make decisions that foster financial freedom.Backed by a team of specialists, I focus on servicing physicians, attorneys, business owners, and corporate clients. With my individual clients, I specialize in comprehensive risk management, cash flow & retirement planning strategies. With corporate clients, I helps attract, reward, and retain key employees through structuring in-depth employee benefits strategies and executive carve-out programs.