Certified Investment Management Analyst. 20 years direct wealth management experience serving high and ultra high net worth families. Significant experience working with law firms, accounting firms, and private banks that would like to credibly offer financial services to their clients. Experienced in the establishment and operation of financial services entities including broker/dealers, RIAs, and Insurance. If you would like to discuss personal financial planning issues or the pros and cons of offering financial services through your accounting firm, law firm, or bank let's talk.