I advise Corporate Executives on financial, and strategic solutions to improve performance and support growth over the long term. Known for my ability to skillfully pinpoint areas of concentration and my personal touch approach. I work to inspire collaboration, whether that is amongst executives or family members and their personal teams of attorneys, CPA's and advisors. Creating an effective plan, covering strategies while managing risk is where I add value. As a Senior Vice President and 23 years of experience, I have been able to develop a strong, result oriented team which is constantly monitored for performance. For more information about Janney, please see Janneys Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.