I am a Principal at Sterling Financial Group, where my primary responsibilities encompass both client relationship management and company management. Throughout my career, I have been instrumental in developing the firm’s various portfolio models and analyzing the investment selections used within client portfolios. I work closely with our clients to affirm that their portfolio models align with their investment goals and time horizon. My recommendations are grounded in multiple research tools employed by the firm, and I also assist the organization in the area of “Employee Stock Option Planning.” With over 38 years of experience in the financial services industry, I previously honed my e