NAME is the President and Founder of COMPANY. He has an extensive background in comprehensive wealth management with particular depth in multi-generational planning. He is focused on delivering sound financial solutions and maintaining strong personal relationships with his clients. NAME specializes in managing high-net-worth relationships grounded in comprehensive financial planning, asset management, trust and estate planning, business succession and other wealth and income strategies.
NAME’s has 20-plus years of experience with a global certified public accounting (CPA) firm, a large private bank, and large broker-dealer. (COMPANY, COMPANY, COMPANY). NAME earned a Bachelor of Science degree in Finance and a Master of Accounting degree (MAcc). He also holds a CPA license and is a Certified Financial Planner (CFP). His CPA credentials help the team manage portfolios in a highly tax-efficient manner.
In his spare time, NAME loves spending time with family and friends. He enjoys skiing, fly fishing and the great outdoors.