Senior Financial Advisor, Managing Director
CurrentAmong the reasons I chose to join the financial services industry is my desire to help others. This passion to help stems frommy experience and the financial challenges I have watched friends, families or myself experience in the past. As witness to thechallenges faced by important people in my life, I recognized the need for a professional and caring team to help others realizethe life they want. My purpose is to help others define their goals, establish a wealth management strategy centered on theirpriorities and then help them to adjust their strategy, as needed, as the inevitable changes in life occur.
Jan 2012 - Present
