With over 18 years of experience in the financial services industry, I am the CEO and Senior Investment Executive at Triumph Capital Management, a client-centric organization that provides fee-based comprehensive wealth management services to high-net-worth individuals, families, and corporations. I hold the Certified Financial Planner (CFP), Retirement Income Certified Professional (RICP), and Accredited Estate Planner (AEP) designations, as well as various securities and insurance licenses. My mission is to help my clients achieve their lifetime financial and strategic goals through sound asset management, risk planning, retirement planning, and advanced estate planning techniques. I ha