LET'S CONNECT IF YOU'RE: Interested in consolidating and rolling over your IRAs and 401(K) accounts from previous employers In charge of a business retirement plan (401(K), defined benefit plan, profit sharing) Acquiring proceeds from the sale of home or business, settlement, or inheritance Preparing to fund your childrens or grandchildrens education Looking for cash management and lending solutions to achieve your financial objectives Seeking to address health care needs OR: Your current advisor is not meeting expectations I work closely with corporate institutions, Board of Directors, small business owners and individual investors to carefully tailor portfolios to their varying investment goals and needs. I bring a strong historical perspective of the market to my business relationships. That knowledge, combined with my drive to provide the most current information on market trends and corporate research is an asset to my clientele. My Financial Advisory practice encompasses the design of rising income streams for executives and endowments. Clients who implement my services are families or boards seeking to upgrade the stewardship and capital preservation of their portfolios. My practice has grown through referrals from many of our executive and endowment clients. With a $810,000,000 asset base as of December 2016, and a focus upon wealthy families, our practice is a boutique size which allows for personalized service. Experience: Financial planning, 401(K) plan services, fixed income, equities, retirement accounts, cash management and lending solutions, mutual funds, annuities, close end funds, wealth management, 529, college planning 