For over 20 years, I have helped high net worth individuals, professionals and businesses develop, implement, and manage customized investment strategies. Utilizing advanced software applications, I recommend detailed financial plans for my clients and manage a portfolio of diversified investment models based on leading institutional research to help them reach their goals. For more information about Janney, please see Janneys Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest. 