I am a Senior Wealth Advisor of Kayne Anderson Rudnick Wealth Advisors with over 16 years of experience in the wealth management industry, specifically with helping clients protect and grow their wealth. As a fee-only advisor and CFP Professional, I deliver financial planning advice and guidance to my clients around retirement planning, estate/tax planning and investment management. I enjoy working with a variety of clients including those transitioning into retirement, clients in retirement, and high-earning working professionals. I am also Looking to network with: Estate Planning Attorneys and CPA’s who also serve HNW clientele, who can help my clients protect their wealth and coordinate t