President/Founder at
Elite Wealth Management, LLC
Years of Experience
18 years
Number of Clients
77
Average Client Size
$1,200,000
Member Since
2023
Making the complex feel simple; that’s my primary goal for the clients that I advise. I lead with education and financial planning to assist clients on their journey.
Our clients include current and former NFL, NCAA & NHL coaches and players, business owners, aerospace & defense engineers, information technology professionals, and more. Our typical client has worked hard at his or her trade, is either retired, or beginning to prepare for life after work.
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Bachelor of Science
Obtained in 2003
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