We formed Pontem Financial, a group of individuals who work together, to provide a high touch client experience. Our goal is to build a comprehensive strategy to encompass multiple areas of a persons financial well-being. We can build a blueprint that is intended to not only address the current investment landscape but also to maintain the integrity of our clients legacy for generations to come. We help simplify complex financial decisions and design innovative strategies to guide our clients as they pursue their goals. We believe serving others through good stewardship allows them the freedom to follow their true purpose. *Please note: I have turned off your viewing ability to my recommendation and endorsement features, because of Waddell & Reed policies. Thank you for your generous comments. Even though they arent posted for your viewing, please know that I have received them all. Securities offered through LPL Financial. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to See Contact Info section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. 