Managing Director at
Modern Wealth Management
Years of Experience
37 years
Number of Clients
75
Average Client Size
$3,000,000
Member Since
2025
I am honest, sincere about solving the problems of financial goals interacting with financial markets, and I can successfully communicate ever-changing market and economic conditions in terms of why they matter to your plan.
I work with high net worth families, many of whom are first generation wealth, to develop very specific objectives for how their wealth is to be managed and the amount of risks to which it should be subjected. These objectives widely range from conservative to aggressive, but are always tailored to the client and are integrated in with tax and estate planning strategies.
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Finance
Obtained in 1987
Statistics
Obtained in 1987
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