I specialize in providing comprehensive wealth planning and investment management solutions for business owners, executives and high-net-worth families.Mariner Wealth Advisors is a national wealth advisory firm that provides financial advice focused on meeting client needs. Mariner’s wealth advisory teams seek to help clients achieve and maintain their financial goals – preserving the wealth they have created and building a legacy for future generations of family and business leaders. We provide holistic, innovative and client-focused solutions. We bring together talented resources, innovative offerings and proactive advice with a single purpose in mind – to deliver confidence to our clients so they can focus on what’s most important. The firm’s wealth advisory services include: financial planning, investment advisory services, multi-generational wealth planning, risk management, philanthropy, business succession planning, family office services, insurance consulting, retirement planning services, business valuation, and captive strategies.