Senior Investment Advisor and part of Bell's leadership team focused on helping individual clients and small businesses attain financial freedom and peace of mind. Senior manager within the firm focused on a collaborative, kind, innovative, and effective environment helping deliver hi-quality diversified investment solutions and financial plans to Bell clients. Experience working with non-profit clients with larger endowments, high net-worth individuals, and individuals that have a technology background or career focus. Significant experience and insight with individuals working in technology, real estate investment, and working with elderly clients in the distribution phase of their lives. Prior expertise in systems analysis, software and computer installation and implementation across many different types of large companies and organizations. Specialties: Retirement Planning, Investment Analysis, Employee Retirement plans, Concentrated stock positions, Estate Planning, Real Estate Investment, Small business investment planning, and Allocating time for yourself including a focus on mindfulness and meditation. 