Managing Director at
Modern Wealth Management
Years of Experience
26 years
Number of Clients
125
Average Client Size
$1,000,000
Member Since
2025
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I've spent over 25 years working with physicians and other high net worth families. I believe in a collaborative approach. I learned early on the importance of honesty and integrity and those virtues have guided my career. I enjoy the relationships that are cultivated and am committed to being a valuable resource to them and their families as they pursue their personal and professional goals.
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Bachelor of Science
Obtained in 1999
- Present
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