- Awarded Morgan Stanley's Retirement Planning Specialist designation, further contributing to the goal of specialized client service and advice. Learn more
- Simultaneously enhanced client ROI and decreased portfolio volatility, based on advanced and voluntary training in modern portfolio theory utilizing private money managers. Learn more
- Top quartile production numbers vs. comparable Financial Advisors nationwide. Learn more
- Designed, launched and facilitated a qualified group retirement plan for a 40-employee non-profit organization that suffered from poor employee and key-individual retention. Learn more
- Engineered a successful multi-generational wealth transfer plan that minimized estate and capital gains tax consequences, thus keeping a maximum amount of assets within the family. Learn more