Founder and Registered Investment Advisor of TDL Family Office, LLC. Experienced Director of a Single Family Office. 29 years of working in the financial services industry starting at Lehman Brothers, Merrill Lynch and running a family office, for 21 of those years, before starting my own firm in 2019. I provide incredibly high touch overall Wealth Management. I construct investment portfolios and manage them in accordance with each clients specific and changing needs. I offer a broad range of experience in all areas of life related to money and facilitate relationships with other professionals like accounting, insurance and legal counsel. I keep my client base quite small so that I can c