I am an investment advisor, tax attorney, licensed insurance agent in multiple states, a licensed life settlement broker, an Accredited Investment Fiduciary®, and a member of the California Bar. I earned a Bachelor of Science in Finance from the University of Delaware, and my legal degrees from the University of San Diego School of Law.
In my 25+ years as a tax planner and insurance broker in the high-net-worth market, I have partnered with Wall Street firms, private banks, independent advisor groups, investment advisors, attorneys, employers, and associations and assisted them in providing insurance, tax, and retirement planning services. I currently provide fiduciary guidance and investment oversight for corporate-sponsored retirement plans, and retirement plan advisory services to employers and high-income professionals; you can learn more about these services at Waypoint Retirement Advisors
. I also enjoy educating other advisors as an instructor at the Laureate Center for Wealth Strategies in San Diego, California.
Please contact me for a complete CV.