Over 25 years in the Financial Services Industry with experience in many investment and product packaging types, including: SMAs, mutual funds, ETFs, CEFs, UITs and Alternatives. Specialize in 1031 exchange replacement properties, including, NNN Leases, TICs and DSTs. FINRA Licensed Series 7, 63, ...more

Over 25 years in the Financial Services Industry with experience in many investment and product packaging types, including: SMAs, mutual funds, ETFs, CEFs, UITs and Alternatives. Specialize in 1031 exchange replacement properties, including, NNN Leases, TICs and DSTs. FINRA Licensed Series 7, 63, 65 and 66. Licensed Real Estate Salespersonless