With over 30 years of experience in the wealth management industry, I can provide a perspective that has been shaped through many market cycles, multiple presidential administrations, and ever-changing laws on financial matters. My role is to be keenly aware of the financial world of taxes, investments, estate planning, and business planning to be able to identify strategies that may fit for clients that I serve. My role directly with clients is to be able to interpret their circumstances and needs to determine appropriate strategies, and be able to communicate those strategies in a way that allows them to be informed decision makers.