Managing Partner & Chief Investment Officer
21-years Financial Services Industry Experience
Certified Financial Planner Professional
Accredited Investment Fiduciary
Life Underwriter Training Council Fellow
Series 6, 63, 7, 24, 52 Licensed
Managing Partner & Chief Technology Officer
21-years Custom Software Engineering Experience
20-years Financial Services Industry Experience
Multiple Development Teams in U.S. & Abroad
Custom Technology Solutions for the Financial Industry