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.
Q1 results have brought a mix of highlights and lowlights. We examine these opposing forces, how the Magnificent 7 narrative may change in coming quarters, and how to calibrate equity exposure in this unique period.
January 3, 2024
2023/2024 dollar limitations for retirement plans
December 9, 2017
Cryptocurrency and blockchain: Ready for prime time?
May 10, 2022
Social Security: At a glance
July 10, 2023
Investor's Edge
Creating a legacy through estate planning: Transferring wealth
As the year progresses and the season changes, so too have some central bank rate cut expectations. We explain how investors should proceed. Read the Global Insight Monthly »