Senior PIM Portfolio Manager, Managing Director - Investments
With many important financial goals on the horizon, I provide discipline and planning to help manage wealth now and in the future.
Get trusted advice and guidance for the questions that come up, including:
What should I do with my retirement savings as I make a career change?
How can I supplement my income while I look for a new job?
How can I cover health care costs while I’m in a career transition?
Is this the right time to transition into a new career?
What insurance coverages do I need to protect my family and my assets?