Currently working for Mercer Advisors, a planning-focused independent registered investment advisory firm, set out on a mission to help clients achieve Economic Freedom. Prior to Mercer I served as Managing Director at Regent Wealth Management Group, which was acquired by Mercer Advisors. Regent ...more

Currently working for Mercer Advisors, a planning-focused independent registered investment advisory firm, set out on a mission to help clients achieve Economic Freedom. Prior to Mercer I served as Managing Director at Regent Wealth Management Group, which was acquired by Mercer Advisors. Regent was a fee only independent boutique wealth management firm focused on financial planning and investment management. Prior to Regent, I worked for Barings Real Asset Alternative Investments Group (Wood Creek Capital) an institutional investment manager that created a real asset investment platform that offered institutional investors, tangible (e.g. Cell phone towers/Aircraft leasing) and intangible (e.g. Music royalties/Wireless spectrum) private asset-based investments. Immediately prior to joining Regent Wealth Management Group, I worked at PricewaterhouseCoopers in their assurance and business advisory division.less