TALENT IS TALENT

15 years as an A&R agent with rockstars like The Allman Brothers, KISS, & Cheap Trick and the last 15 as a national WS liaison helping FAs & WM teams explore options, succession planning, mergers & acquisitions.

 Clients include Ameriprise Financial, Cambridge Investment Research, Commonwealth Financial, IEQ Capital, LPL Financial, Raymond James, Rockefeller Capital Management, Royal Bank of Canada, Steward Partners & Universal Bank of Switzerland