Seasoned and results-oriented wealth manager with depth of technical and client relationship skills in registered investment advisory and public accounting fields. Adept in all phases of wealth management , including income tax, estate planning and life insurance policy analysis, creating and enhancing client deliverables, client relationship management, and refining and implementing firm wide best practices. Known for skill at using analytical approach to resolve issues, good judgment and ability to combine both those same analytical as well as emotional components in counseling clients on financial decisions.