I'm passionate about creating personalized investment portfolios to help people achieve their goals. CFA® Charterholder, CFS®, Series 65, 2019 and 2021 Citywire Rising Star. Specialties: Wealth management, portfolio analysis, mutual fund/ETF/SMA diligence, private investments, retirement planning, asset allocation, Orion Advisor, Hidden Levers, Morningstar Direct, Tamarac Advisor View, Tamarac Advisor Rebalancing, MoneyGuidePro.