I have been a financial advisor for over 30 years, working with business owners, executives and families along many facets of their financial plan. In addition to providing financial planning and investment management services, my partners and I consult to closely-held companies pertaining to their overall business plans and succession plans, as well as their executive retention and business transition strategies. Collaborations are based on the premise that complex situations require profoundly simple solutions. I studied at Cornell University and am a graduate of Florida International University. In addition to serving my team's valued clients, I take great pride in playing an active role in the community, serving on various philanthropic boardsand committees.