Specialties
About Me
As an Oppenheimer Financial Professional I align each client's unique goals, values, and needs with holistic planning and design of investment and insurance strategies.
I use an in-depth discovery process that leads to a true understanding of each client's specific situation, time horizon, and risk tolerance. I focus on growing and protecting the assets of high net worth clients (individuals, families, corporate executives, and businesses), including leveraging the resources and leadership at Oppenheimer to help clients pursue goals and solve complex financial issues.
♥
Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
WMCP®, CFP®, ChFC®
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
Verify This Advisor
Disclosures
I am licensed in the following States: CA, DE, DC, FL, GA, IL, MA, MD, MI, NJ, NY, NC, OH, OR, PA, SC, TX, WA, WY. Any information contained herein pertaining to a securities business should not be considered a solicitation to buy or sell any securities or financial products, and is otherwise not intended for anyone who do not reside in those States. Links are being provided for informational purposes only. Please go to www.oppenheimer.com/legal/social-media-policies.aspx for important information regarding social media and posted content. For direct link to the disclosures, please click on Disclaimers in the Contact Info section of my profile.