Specialties
About Me
As a wealth advisor focusing on business owners and senior executives, my team and I guide clients through pivotal financial transitions.
We deliver tailored strategies for pre-sale planning, equity compensation, post-exit wealth management, and retirement income planning, to help clients towards achieving their financial goals.
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Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
ChFC
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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Disclosures
Janney Montgomery Scott LLC (Janney) will not accept orders and/or instructions for the purchase or sale of a security or other product via an e-mail transmission. This electronic communication is intended only for the person or entity to which it is addressed and may contain confidential, proprietary or privileged material. Any review, re-transmission, dissemination or other use of this information by persons or entities other than the intended recipient is prohibited. No confidentiality or privilege is waived by any accidental or unintentional transmission. If you received this electronic communication in error, please contact the sender immediately and delete the material from your computer. Janney cannot guarantee the confidentiality of the material transmitted and reserves the right to monitor all e-mail communications through its networks. Please go to http://www.janney.com for additional terms and disclosures relating to this electronic communication.