Proud to be aligned with clients as an Accredited Fiduciary. As a Wall Street veteran working with, and in-support of private and institutional clients, I create, implement, and monitor all ongoing processes toward desired financial outcomes. Access to cutting-edge research, investment management platforms, a network of gifted experts, and state of the art financial planning tools distinguish my practice and, by default, client outcomes. Prior to joining Wealth Enhancement Group in 2022 through the Pinnacle Private Wealth acquisition, I served clients from within high-profile Wall Street firms on both the buy- and sell-sides. I was honored to have been one of the first professionals in th