I am a licensed investment advisor and Vice President at Guggenheim Funds Distributors, LLC. I bring years of high-level legal and financial oversight experience to help my clients navigate complex markets.
As a senior executive at Guggenheim, I provide leadership in fund governance and compliance. My career spans across multiple prestigious financial institutions, ensuring my clients receive insights backed by deep industry experience.
Current Stock Updates
24/7 Client Support
Tax Preparation and Planning
Bookkeeping and Virtual CFO
Portfolios Handled
Years of Experience
Client Satisfaction
State Licenses
I am dedicated to developing long-term, personal relationships with clients based on mutual respect and a commitment to serve each client’s unique needs and desired level of service. Feel free to contact me to inquire further about my approach to financial planning and how I can help you achieve your financial objectives. I look forward to getting to know you and I am always available to answer your questions.
Financial Advisor
Stock Broker
Stock Broker
Software Engineer
Entrepreneur
Event Planner
Licensed Investment Advisor & Stock Broker
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