I strive to serve the needs of my clients through thoughtful advice and a disciplined process. I aim to provide attention to detail, to proactively solve complex problems, and to prioritize what you value most.
As a wealth management advisor, I hope to deliver comprehensive advice to achieve your long-term objectives. I will use my expertise in investment consulting and our proprietary process to deliver customized, planning-based answers to your financial questions.
I work with clients across the U.S. and make every effort to deliver excellent service with an emphasis on customized solutions and ongoing financial consulting for each of my clients. In addition to delivering financial and investment advice, I work to create a seamless coordination with my clients’ other advisors, including attorneys and accountants, with respect to tax, estate, and philanthropic planning. I'm committed to being an essential partner to help you achieve your goals and objectives, not just with investments, but in life.
The following specialists do not make securities recommendations. Please contact your Oppenheimer Financial Advisor if you have questions about how a specialist might be able to assist you.
Head of Research and Investment Management, Oppenheimer Asset Management Inc.
office. (615) 340-3046
