Managing Director at
Modern Wealth Management
Years of Experience
44 years
Number of Clients
350
Average Client Size
$400,000
Member Since
2025
My first thought of the day is "Can I make someone's day better".
I provide services to individuals to develop long-term financial plans with a long-term tax strategy overlay. The goal is to pay the least amount of tax over your lifetime, not just focusing on the current year.
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B.S. Accounting
Obtained in 1981
President
1986 - 2023
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