I am a Senior Wealth Advisor who works with emerging affluent, high net worth families, and ultra high net worth families helping them to define and achieve their long-term financial objectives. I am known for working side-by-side with clients to identify their individual goals and help them ...more

I am a Senior Wealth Advisor who works with emerging affluent, high net worth families, and ultra high net worth families helping them to define and achieve their long-term financial objectives. I am known for working side-by-side with clients to identify their individual goals and help them take care of what is most important to them. I believe that we have the capacity to learn and grow everyday and I strive for that while attempting to educate my clients to the best of my abilities. I am a Chartered Financial Analyst (CFA), a Certified Financial Planner™ (CFP®), a Chartered Alternative Investment Analyst (CAIA), and a Financial Data Professional (FDP). I am a member of the CFA Institute, the CFA Society of Cleveland and the Chartered Alternative Investment Analyst Association. Any views expressed are my own and not those of my employer or any entity affiliated with my employer nor should my participation in LinkedIn be considered an advertisement by my employer of its services. Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.less