- -Estate Planning
- -Comprehensive Financial Planning
- -Retirement Planning
- -College Planning
- -Charitable Planning
- -Other Financial Planning
- -Tax Planning
- -Life Insurance
- -Individuals and/or Small Businesses
|Morgan Stanley Private Bank, N.A.||3 years, 8 months||Apr 2016 - Present|
|Morgan Stanley Smith Barney LLC||3 years, 10 months||Feb 2016 - Present|
|Neusoft||3 years, 11 months||Feb 2012 - Jan 2016|
|Oh Investments||4 months||Apr 2010 - Aug 2010|
Designations & Memberships
Financial Planning AssociationMembershipThe Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
Investment Management Consultants AssociationMembershipIMCA—Investment Management Consultants Association—was established in 1985 to deliver the premier investment consulting and wealth management credentials and world-class educational offerings—membership, conferences, research, and publications. IMCA sets the standards and practices for the investment management consulting profession and provides investment consultants with the credentials and tools required to best serve their clients.
Certified Financial PlannerDesignationA standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
Certified Investment Management AnalystDesignationThis designation focuses on asset allocation, ethics, due diligence, risk measurement, investment policy and performance measurement.
Articles and Answers
Licenses & Conducts
$729.2BTotal Assets Under Management
N/ATotal Assets Under Advisement
$401.7KEstimated Average Account Balance
Types of Compensation Arrangements
- Percentage Of Assets
- Fixed Fees