VP Financial Consultant
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Wealth management professional with 10+ years of experience advising high-net-worth clients, managing portfolios exceeding $843M AUM, and delivering tailored financial strategies across investment planning, retirement planning,
tax optimization, and estate planning. Proven track record in client relationship management, business development,
and guiding individuals, families, and business owners toward long-term financial success. Licensed FINRA representative (Series 7, 63, 66) with deep expertise in financial planning tools, risk management solutions, and wealth advisory services.
12 Years as a Financial Advisor for Charles Schwab
Bachelors of Science in Computer Information Systems Management
