About My Practice
Provides comprehensive planning and money management services to high
income/high net worth individuals.Specialities include tax,retirement,
estate,and charitable planning.Money management provided on a fee basis.Financial planning is a high touch personal service with meeting usually every quarter.Call for a no cost or obligation initial
interview.Named by Medical Economics magazine "Best 120 Financial
Advisors for Doctors" in July 1998 and August 2000 issue.
I have 37 years of experience in the industry. I was named one of Medical Economics Top 120 Financial Advisors.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63
Life insurance: GA, Health/disability insurance: GA
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Triad Advisors, LLC
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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