Specialties
About Me
I am a highly-skilled professional in the financial services industry with 20+ years of experience in banking, financial planning, accounting, and investment advisory services.
My Core Competencies are listed below. • Comprehensive Financial Planning • Retirement Planning • Investment Plan Development and Research • Individual Income Tax Planning and Preparation • Estate Planning & Insurance Policy Reviews • Client & Prospect Consultations • Building Strong Client Relationships • Client Service & Support • Back Office Investment Operations • Workflows and Standardized Procedures • Technology Integration & Cybersecurity • RIA Compliance • RIA Trends & Industry Knowledge • Creating Operations Efficiencies Content provided via links to third-party sites should not be considered an endorsement of third-party content. We make no representation as to the completeness or accuracy of information provided at these websites.
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Interests & Hobbies
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Credentials
ChFC, AIF
Chartered Designations
What do these credentials mean?
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Disclosures
Content provided via links to third-party sites should not be considered an endorsement of third-party content. We make no representation as to the completeness or accuracy of information provided at these websites.