Director Of Investments And Planning
CurrentIn my role, I am responsible for identifying opportunities to enhance client's financial lives by taking a comprehensive approach to Financial Planning. I work to develop plans for our advisors to present and implement with our clients, and also serve as an advisor to clients. Our goal is your peace of mind.Dually responsible for the research and management of our investment portfolios with the goal of providing a platform that can assist our clients in meeting their financial goals. Also responsible for management of day to day investment operations.