Over 40 years of experience in the financial securities industry as producer, managing director, and SVP of wealth management with ultra-high net worth clients. Designing multi-generational wealth transfer and philanthropic gifting methods. Has taught, mentored, and managed financial advisors in advanced wealth transfer concepts. Education: Cincinnati Christian University / BS; American College / CLU / ChFC coursework; Wharton / graduate studies. I greatly enjoy tutoring the FINRA SIE, Series 6, 7, 63, 65 & 66.
