I have been assisting individuals in the area of wealth management for over 7 years, concentrating my efforts in the area of Equity Plan Advisory Services and Investment Management. I assist high net worth families as they navigate the sometimes complicated world of estate, tax, succession, and philanthropic planning, and strategies for concentrated and control equity positions. Our team takes the capabilities of UBS, a global powerhouse and delivers them to you as a uniquely objective boutique.

• B.S. in Commerce, Niagara University

AK, AR, AZ, CA, CO, CT, FL, GA, IL, IN, KS, KY, MA, MD, MI, MO, NC, NJ, NV, NY, OH, PA, RI, SC, TN, TX, VT, WA, WY