I strive to develop long lasting relationships with each of my clients by providing them with holistic investment planning specifically focused on building, protecting and transitioning their wealth. I implement a disciplined process which allows to meet and review their plan with them, in an effort to help them to focus on living the one life they have the best way they can without exposure to undue financial sacrifice or excessive risk. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. This information is intended for use only by residents of AL, AZ, GA, MN, NC, NM, NY, SC, TX, and VT only.