Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional with RIA experience in both financial planning and investment management. Previous work in broker/dealer street side operations, private equity, custodial banking and 11 years of experience as an IRS-certified tax preparer for the ...more

Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional with RIA experience in both financial planning and investment management. Previous work in broker/dealer street side operations, private equity, custodial banking and 11 years of experience as an IRS-certified tax preparer for the Volunteer Income Tax Assistance (VITA) program.less