As an investment advisor representative (IAR), I work with individuals and intergenerational families, with independent contractors and W2 employees, and with companies and their owners.
As a fiduciary, I help with strategies that are most suited to clients' specific financial best interests, as comprehensive or as simple as those may be. I'll confer with a client's tax preparer and utilize an entire network of best-in-class legal and professional specialists, such as estate planning attorneys and business consultants, whenever necessary to ensure all-inclusive levels of lifelong financial success for a client.
Bachelor of Fine Arts - Theatre Arts
University of Cincinnati
9/1971 -6/1975
Master of Fine Arts - Writing for Stage and Screen
UCLA
09/1976 -06/1978
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