I provide comprehensive investment planning solutions to high net worth individuals, families, entreprenuers, and professionals. With over 20 years of experience in the trust and investment management industry, my areas of experience include the following but are not limited to: Creating customized investment management portfolios, retirement plans specialist, investment planning, implementing Insurance and risk management strategies. Opinions and comments expressed by LinkedIn members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. This information is intended for use by residents of CA, FL, MI, NY & OH