2 time cancer survivor (stage 2 at 21 Hodgkins) & Stage 4 Mantle cell lymphoma at 42. My twin brother was my stem cell donor and saved my life. Did the transplant at City of Hope. Blessed and just want to be of service to others.• Over 29 years of financial services experience, working with ...more

2 time cancer survivor (stage 2 at 21 Hodgkins) & Stage 4 Mantle cell lymphoma at 42. My twin brother was my stem cell donor and saved my life. Did the transplant at City of Hope. Blessed and just want to be of service to others.• Over 29 years of financial services experience, working with affluent / high net worth families to develop comprehensive financial unique to each client’s unique goals and objectives in the areas of growth, preservation and transfer of assets. #innovation#creativity#macromarket#strategyless