My objective is to enrich the lives of my clients by handling essentially all matters of their financial well-being. Working with a select group of successful individuals, families and business owners, I help develop customized investment strategies and implement comprehensive wealth management plans. My mission is to provide concierge-level service so that each of my clients has the best possible experience working with me. My greatest satisfaction comes from working with clients for many years and helping them preserve and grow their assets over multiple generations. I have a passion for what I do. I am dedicated to navigating my clients through todays challenging marketplace. Licenses Series 31, 63, 7, 65, 6 State Registrations: PA,NY,NJ,NH,NC,MN,MD,MA,IN,IL,SC,CA,CO,CT,DE,FL,GA,ID,SD,TN,TX,TXIA,VA,VT,WA 