Passionate about investing and financial planning and sharing that passion with others. Integrating financial, tax, legal, and risk management advice to make client's lives better. Proven history of excellence in financial planning, investment​ due diligence, portfolio construction, capital markets ...more

Passionate about investing and financial planning and sharing that passion with others. Integrating financial, tax, legal, and risk management advice to make client's lives better. Proven history of excellence in financial planning, investment​ due diligence, portfolio construction, capital markets analysis, and performance reporting. Skilled in Asset Allocation, Retirement Planning, Estate Planning, Investment Advisory, Capital Markets Research, Performance Reporting, and Financial Planning.less