Qualifications/Bio
Most recently chosen to speak at the WealthStack, Wealth Management EDGE event, on May 23rd, 2023 in Hollywood, Florida.
I've been advising retail, accredited and qualified purchasers, locally and nationally for over 25 years.
Before moving to the independence of Summit Financial Networks, I was part of the merger path of A.G. Edwards, Wachovia Securities, and Wells Fargo Advisors where my focus was on planning, portfolio building, risk management and the differentiation of alternative investments in client portfolios.
I've developed a unique proprietary informational infrastructure focused on the interconnection of data and continuously shifting economic and investment risks. It's designed to enhance portfolio construction, management and outcomes. The process strives for the highest quality data inputs, interpretation, and conviction.
Registered in 1997, I've had the benefit of navigating multiple market environments including Fed tightening/easing cycles, recessions, bull markets and bear markets. Each portion of the business and market cycle is unique and requires the expertise of having been there before.
I hold the following Registrations:
Series 7 Securities Registration, The Series 31 Managed Futures Registration, The Series 63 Uniform Securities Agent State Law Registration, SIE - FINRA Securities Industry Essentials Examination, as well as being Insurance Licensed.
Prior to starting my career in the investment industry, I was part of running a business for over a decade. Having been inside this industry, as well as outside, I understand that the institutional investment concept is not common knowledge to most people. I specialize in helping to simplify your decisions while planning and investing.
In what was formerly referred to as spare time, I can be found experimenting with ways to fit more flavors into healthy eating, endlessly pursuing more data, and turning unknowns into knowns.
Life presents plenty of challenges, your portfolio should not be one of them.
Click to Start your journey today.