Senior Vice President - Financial Advisor - Sports & Entertainment Professional - Senior Consulting Group
Specializing in high-net worth individuals, families and businesses, sports and entertainment professionals, we take a view of all areas that affect their wealth, including asset accumulation, protection, preservation, distribution and succession in order to create a sense of financial security and peace of mind. We listen to our clients’, priorities, lifestyles, tolerance for risk and tax issues. We build relationships with every client to achieve a customized wealth management plan that meets their needs. We provide a high level of service and industry expertise that meets and often exceeds their expectations. We view the responsibility of handling our clients’ money as seriously as our own. With our team, we devise and continuously refine strategies for meeting our clients’ goals as their life situation changes. We pull in the finest talent and utilize our global resources from every sector of the financial world in order to give our clients every possible advantage.
As a financial advisor, it is gratifying to be recognized as a leader in your industry, because it means you are serving your clients well. I am proud to be a recipient of the following prestigious awards.
Feel the excitement in the air as we celebrate the kick-off of another Major League Soccer season! Are you ready to raise your scarves up?
Interested in learning more? Click here to read less and view my curated financial education videos.
As U.S. rate cuts near, history shows stocks and bonds often perform well after the Fed starts easing cycles, with equities showing greater variability. Given mixed economic signals, the focus should be on quality in portfolio positioning.
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2023/2024 dollar limitations for retirement plans
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Social Security: At a glance
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Investor's Edge
Creating a legacy through estate planning: Transferring wealth
The federal government’s debt has doubled since 2015 – and shows no signs of turning around. Read the Midyear Outlook »
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Here’s a tax-smart way for traditional IRA owners, aged 70½ or older, to give to charity: Make a qualified charitable distribution.
Unlock opportunities to help provide stability to your portfolio with fixed income investments. Contact me to begin diversifying your portfolio.
When traditional lending is not right for your needs, reach out to me to learn more about flexible, innovative financing options.
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QCDs Are a Tax-Smart Way for Retirees To Donate to Charity
Here’s a tax-smart way for traditional IRA owners, aged 70½ or older, to give to charity: Make a qualified charitable distribution.
Read MoreUnlock opportunities to help provide stability to your portfolio with fixed income investments. Contact me to begin diversifying your portfolio.
When traditional lending is not right for your needs, reach out to me to learn more about flexible, innovative financing options.