I am a high-energy, self-motivated and multi-versatile entrepreneur who brings over 25 years of wealth advisory services to dozens of HNW and UHNW clients. These services include tax consulting, investment management, financial planning and due diligence in both the public and private markets. I get so much fulfillment in seeing clients achieve their "own level" of financial independence and security. Being unbiased with no personal agenda, I can deliver objective top notch financial advisory services tailored to each client.
I see human capital, not financial capital, as the primary asset I can impact in some small and hopefully meaningful way. To most advisors, asset gathering is their primary focus. My focus is in building long-term trusted and meaningful client relationships while constantly learning and collaborating with colleagues and others in order to provide sound and meaningful financial advice.
Founded start-up Registered Investment Advisory firm 8/20.
Founded start-up sports and entertainment management firm 8/19.
Entrepreneurial,energetic,positive leader who prides himself on open communication, creating value and building long-term client relationships. For many years, managed the 2nd highest amount of revenue under management for $2+B national comprehensive financial planning firm. Developed national client base, participated on Investment Committee, led niche initiatives and managed an office of five people for several years.
CFP®, Registered Tax Return Preparer
Father of two teenagers. Avid NBA fan. Love personal training, family time, connecting and
meeting new people. Charitably inclined. Film Producer. Binger of British series'.
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