120 Hebron Avenue (Eric Town Square)
With Athene Wealth Management you are aligned with the largest broker dealer that supports independent advisors like me*. LPL Financial manages more than 5.5 billion in assets and has more than 4,000 employees dedicated to advisors so I can help you.
In addition, I partner with select companies to find financial solutions tailored specifically to your needs and I identify experienced professionals in the community that might help as we build a financial team of experts in the area of taxes, wealth transfer and elder law.
In my work serving business owners and individuals, I focus on providing a white glove approach and a high-level of service in helping to manage your financial life. I pay strict attention to tax strategic investing and considering my clients’ desires for family, recreation, and occupation in addition to money in planning for specific financial goals.
At Athene, you have access to not only thoughtful investing and planning, but a 2019 and 2020 Five Star Wealth Manager Award Recipient. This award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
*As reported by Financial Planning Magazine, June 1996-2020, based on total revenue.