I serve our clients by helping them achieve clarity with their financial goals and crafting investment portfolios that align with those needs. My fascination with the complexity and inter-connectivity of markets began at a young age. The constant information flow, ever changing investor psychology and the sophisticated technology we use to articulate our individual views on the marketplace makes investment strategy both an art and a science that captivates and motivates me. I love what I do and every day I seek to translate that passion into tangible results for our clients. Series 7 and 24 registrations are held through LPL Financial. Series 66 registration held through both LPL Financial and Independence Square Advisors. Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to 'Contact Info' section above. Investment advice offered through Independence Square Holdings, LLC, a registered investment advisor. Independence Square Holdings, LLC and Independence Square Advisors are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am registered to do business, please visit www.indsquare.com