As a Wealth Manager, I specialize in working with professional athletes, coaches, corporate executives and other high net worth individuals and familiesI provide well designed solutions to convert career earnings into a lifetime of financial security. I have a thorough understanding of the unique financial issues and challenges players and coaches face today and after the playing days are over. I make a practice of working closely with my relationships to offer peace of mind so they can focus on the other important things in their lives…. Family, hobbies and work.Successful individuals and families work with me to: - Develop and implement a comprehensive wealth management plan to help reach their financial dreams - Make smarter decisions regarding investing and planning for the future - Create peace of mindWith over 20 years in banking, I have an extensive knowledge of the various asset classes, investment management styles, asset allocation techniques, investment products, bank services and trust & estate management tools. I am a former scientist proficient in negotiating, analysis and risk assessment with direct experience in diverse functional businesses including technology, consulting and project management with a strong understanding of financial planning, global markets and financial services.I enjoy solving problems and providing creative solutions to complex problems using independent judgment to resolve difficult issues with solid leadership qualities and the capability to champion ideas effectively in a highly matrix-managed environment across diverse groups."An educated investor is a comfortable investor"Specialties: Certified Financial Planner (CFP®)Licensed Investment AdvisorFINRA Series 7, 65 licenses