I am a Financial Advisor, Portfolio Advisor and Vice President and have been in the Investment Industry for over 10 years. My main areas of concentration include Managed Portfolios, Annuities, Estates and Trust Planning and Retirement Planning where I have over 27 years experience combined experience. My background includes working in the following fields: High Net Worth Trust Department - Estate and Trust Administration, Estate Administration Law Office, Estate and Trust Taxation, Brokerage, Warehouse Sales Associate and Financial Advisor.
I enjoy getting to know my clients in depth, including their financial and personal lives. I feel that to become the best advisor for someone, you have to really understand them and to be able to predict some of their financial needs. I am available to discuss your investment needs and financial goals, just give me a call.