Senior Vice President, Wealth Advisor at
Farther
Years of Experience
21 years
Number of Clients
40
Average Client Size
$1,000,000
Member Since
2023
I understand that it's challenging to differentiate one advisor from the next. To assist with your evaluation, I'll provide you with a free financial assessment to demonstrate my value.
Someone 50 or older, has over 500k in investable assets, is a delegator, and values the proactive management of their financial affairs.
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BBA
Obtained in 1997
Senior Vice President, Wealth Advisor
2024 - Present
Owner and Financial Advisor
2014 - 2024
Senior Financial Advisor
2013 - 2014
Chief Operating Officer and Financial Advisor
2003 - 2013
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