Managing Director at
Modern Wealth Management
Years of Experience
27 years
Number of Clients
265
Average Client Size
$750,000
Member Since
2025
I love having the opportunity to improve clients financial lives.
I work with individuals who are typically within five to ten years of retirement. Typically these are individuals who have committed their working lives to saving and planning for their futures. I work with individuals who have recently received large inheritances. I have also been fortunate to work with many of my clients adult children. I also work with individuals who are recently divorced
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