Starting my career 37 years ago as a personal trust portfolio manager, I have developed my investment expertise managing multi-asset portfolios, 401-K plans and insurance portfolios. After obtaining my MBA from the University of Chicago in '06, l have recently established my wealth management business with Coastal Investment Advisors, and now focused on offering customized Wealth Management plans for individuals and business owners through a consultative partnership. My experience and education gives my clients the confidence they are receiving the highest quality financial and investment advice which will help them achieve their financial goals. Business or individual it is my fiduciary