With over a decade of experience in the investment industry, I am a Wealth Advisor and Founder of Three Rivers Diversified Capital (TRDC), a firm that offers securities and advisory services through LPL Financial, a Registered Investment Advisor and Member FINRA/SIPC. My mission as a fiduciary is ...
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With over a decade of experience in the investment industry, I am a Wealth Advisor and Founder of Three Rivers Diversified Capital (TRDC), a firm that offers securities and advisory services through LPL Financial, a Registered Investment Advisor and Member FINRA/SIPC. My mission as a fiduciary is to provide my clients with benchmark agnostic solutions they won't find anywhere else that align with their goals and financial trajectory by getting to know each client personally. At TRDC, you'll me with the person actually managing your money!
As a Chartered Alternative Investment Analyst (CAIA) and a Chartered Market Technician (CMT), I have developed a unique skill set and exposure to various asset classes, market cycles, and investment strategies. My areas of expertise include cash flow based financial planning, asset management using a proprietary grid system, and 401k plan design and administration. I leverage my background in accounting, finance, and options trading for my clients. We also specialize in concentrated stock position strategies for executives and high-net-worth individuals.0
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