Retained a core cadre of clients through a merger and 2 acquisitions by maintaining a client-first focus on relationships while endeavoring to deliver to planning clients a ten-fold value on the fees they pay in tax savings and efficiencies, identifying and incorporating “Best in Breed” investment and planning solutions to meet and exceed client goals and steadfastly adhering to the highest ethical standards of the industry. Specialties: Portfolio management with individual equities and fixed income securities:+ Devising and implementing investment policies,+ Crafting asset allocation strategies,+ Selecting specific securities tailored to achieve investment objectives,+ Monitoring portfolios to optimize after-tax results.Comprehensive financial planning and management for individuals and businesses+ Managing every aspect of clients’ financial lives and guiding them throughout the planning, execution and monitoring process to enable them to make well-informed financial decisions including: - how much to set aside for tuition, retirement, cash needs and legacy, - implementing tax reduction strategies, - analyzing risks and steps to take to mitigate them.Assisting entrepreneurs in enhancing profits and reducing risk:+ Identifying and implementing tax-reduction strategies,+ Upgrading financial controls,+ Assisting with corporate governance,+ Devising and implementing compensation and retirement plans to maximize after-tax returns. Provide leadership and experience to non-profit organizations:+ Assisting with cash management strategies,+ Implementing policies and procedures,+ Maintaining mission focus.