Overview

As an investment executive with over 25 years of experience in the financial services industry, I have developed a keen insight into developing professional and personal relationships.

I bring my investment talents to each of my clients while providing superior client communication and service. I work closely with my clients in formulating appropriate strategies and my expertise lies in helping investments that match each client’s specific goals and objectives. Most of my practice is working with small business owners, real estate agents/brokers, artists, solo practitioners, and entrepreneurs addressing all aspects of their financial needs. I specialize in Comprehensive Financial Strategies for the LGBTQ community and am the founder of the “Life Planning for the Alternative Family” Seminars. I use a “Team Approach” to financial planning bringing in professional expertise in areas such as Taxation, Insurance, Wills & Trusts, Real Estate, etc. all of whom are well versed in the specific needs of the LGBTQ community.

Last Activity
6 months or more

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