J.D., AIF, CLU, ChFC, RFC
Financial Advisor, Broker and Consultant
B.A. Political Science & Communications
J.D. Juris Doctorate
AIF Accredited Investment Fiduciary
CLU Chartered Life Underwriter
ChFC Chartered Financial Consultant
RFC Registered Financial Consultant
Areas of Practice
Investments – Investment Banking – Insurance – Asset Protection – Estate Planning – Structured Income – Business Consulting – Securities & Insurance Fraud Litigation Support & Expert Witness
My practice works best with individuals and couples who are organized, disciplined, compassionate, fiscally conservative, process focused and grounded with common sense. Our goal is to provide each client with the appropriate level of consulting, analysis, management and education of wealth with logical, organized and technology based solutions that are efficient and effective as a result of True Wealth Tracker©.