At The Consulate, I am the point-person for the investment team overseeing the investments of the company’s clients. We make decisions regarding which investments we want to pursue, monitor current investments and markets, and adapt the strategies we use as needed. Additionally, as a wealth advisor myself, I work with clients to help them find strategies that will lead them closer to their financial goals related to tax planning, estate planning, investment planning, and retirement planning. Every few weeks you can also find me co-hosting Money, Riches & Wealth live on the radio with Drew.