120 Hebron Avenue Suite 2C,
With Athene Wealth Management you are aligned with the largest broker dealer that supports independent advisors like me.* LPL manages Over $1 trillion in brokerage and advisory client assets, serviced or custodied and employees more than 4,000 individuals dedicated to their advisors so we 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 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. As a solo practitioner, to ensure that you have continued access to the highest level of financial advice and services in case of my unexpected death or disability, I have worked hard to create a well-thought-out contingency plan for my business and clients, to ensure continued service to you and your family without delay, and from someone who I trust and know to be more than capable.
At Athene, you have access to not only thoughtful investing and planning, but a multiyear 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. Click here to learn more about the Five Star Wealth Manager Award.
*1 Top RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine June 1996-2020). Data as of May 31, 2021. Fortune 500 ranks U.S. companies based on a review of the prior year’s total revenue and factors such as profits after taxes, year-end assets and total stockholders’ equity.