30 year investment and financial services executive with extensive experience in portfolio management and comprehensive financial planning. Founder and Managing Member of Greystone Wealth Advisors LLC, an independent Registered Investment Advisor which joined forces with Modera Wealth Management LLC in December, 2021. I am part of a dedicated team that delivers highly customized solutions to clients seeking financial counsel. My goal is to provide excellent, attentive service, and to ensure that the information and advice I deliver is clear and customized to each client’s specific needs and goals. Our firm operates on a fee-only model that puts our clients’ needs ahead of our own. Activel