Financial Advisor at
Modern Wealth Management
Years of Experience
20 years
Number of Clients
100
Average Client Size
$1,250,000
Member Since
2025
I love to learn. I have always been a big reader and have always been interested in almost anything. This has served me well in my career. It keeps me up to date on the latest investment opportunities and abreast of any industry or tax law changes
I primarily work with retirees and small business owners. Many of these are in the professional service sector, such as dentists, doctors, engineers and attorneys. However, I really enjoy working with anyone that is serious about saving and planning for retirement.
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Business - Finance
Obtained in 2002
Financial Advisor
2004 - 2024
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