Investment Advisor Representative
I have been in the financial services industry for over 20 years, first as a broker with Bear Stearns in Long Island, NY. I then relocated to the Cleveland area and joined AXA Advisors as a financial consultant in the Akron office. In 2005 I moved to Charles Schwab in Cleveland where I served as a financial advisor for over 13 years, helping high net worth individuals with their comprehensive financial planning needs and challenges. I recently joined WestPoint Wealth Management as an advisor and work with individuals and businesses of all forms in the areas of investment management, risk protection and estate planning.
As a financial advisor, it’s my job to help you create a better financial life. I will collaborate with you to help build a plan defined by your goals. I am committed to providing advice unique to your situation that is clear, relevant, and actionable, and I’ll work hard to find solutions and strategies that are right for you.
I can assist you with the following:
• Wealth management
• Portfolio analysis
• College planning
• Asset protection