Building Financial Freedom Using Healthy Money Habits.I am a financial professional, leveraging over 20 years of Wall Street financial markets experience, helping individuals and families reach their financial goals. As a Wealth Advisor, I have completed advanced education and licensing ...more

Building Financial Freedom Using Healthy Money Habits.I am a financial professional, leveraging over 20 years of Wall Street financial markets experience, helping individuals and families reach their financial goals. As a Wealth Advisor, I have completed advanced education and licensing requirements. I can provide comprehensive, customized financial guidance to you. I also have access to a broad array of products to help you address your financial objectives. No matter what your goals, time horizon, or risk tolerance level, I can help you take steps to achieve your goals. A financial strategy may include investments, retirement planning, estate protection, and asset protection. My goal is to provide personalized financial guidance, while developing a trusted, life-long relationship with my clients. Especially in today’s economy, reaching financial goals may seem harder than ever. I am a guide helping clients navigate the journey to financial security and reach their financial goals by combining faith and finances. I bring knowledge, experience, and a listening ear. Specialties: Strong strategic thinker and analytical skills, Robust interpersonal skills, International perspective, Effective communicator (written and oral), Extremely self motivated, Exceptional time management skills, Decisive decision maker, Deep knowledge of the financial services industry, Extensive knowledge of the technology sector, Substantial financial statement analysis skills, Focused on continuous process improvement, Results and detail orientated.less