I have spent my entire career in the wealth management industry and have built my practice through a broad knowledge base in investments, accounting, tax, insurance, estate planning strategies and charitable giving. I am a CERTIFIED FINANCIAL PLANNER*, a Financial Planning Specialist, and have been recognized at the highest level of the firm as a Chairman's Club member, most recently in 2020. I am passionate about conducting a professional and effective discovery process and consistently helping to solve any financial problems a client may encounter. I am a frequent speaker on investment topics and have been named to Barron's Top 1,200 Advisors (2020) list as well as America's Top Wealth Advisors by Forbes (2020).*