Significant experience in comprehensive financial planning, taxation, professional training, and wealth management products and services with a focus on high net worth individuals. Possess strong technical and communications skills with a passion for training other financial planners and advisors ...more

Significant experience in comprehensive financial planning, taxation, professional training, and wealth management products and services with a focus on high net worth individuals. Possess strong technical and communications skills with a passion for training other financial planners and advisors on financial planning strategies, systems, tools, and other wealth management services. A hard working and competent professional committed to the development of knowledge and the highest standards of integrity. Provided below are some of the topics that I have recently trained other financial advisors and planners on:less