Financial Advisor at
Modern Wealth Management
Years of Experience
15 years
Number of Clients
150
Average Client Size
$850,000
Member Since
2025
I focus on aligning financial strategies with clients' life values, ensuring they feel supported in both their financial and personal journeys.
Our team enjoys working with families who value a holistic, personalized approach to their financial well-being. We work best with individuals and families who are committed to building long-term financial security, with a focus on aligning their financial goals with their broader life values. Ideal clients are proactive and open to guidance.
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Finance
Obtained in 2009
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