Wealth Advisor & Partner

• Apr 2022 - Present

Wealth Partners Alliance provides all investment advisory services through Concurrent Investment Advisors, LLC (“Concurrent”), an SEC Registered Investment Advisor. Information in this message is for the intended recipient[s] only. Concurrent often communicates with its clients and prospective clients through email. Your privacy and security are very important to us. If you are not the intended recipient of this communication, please delete and destroy all copies in your possession and notify the sender. We remind our clients and others not to send Concurrent private information over email. Please note Concurrent does not accept trading or money movement instructions via email. Please visit our Website for important disclosures. Brokerage Services offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and Concurrent Investment Advisors d/b/a Wealth Partners Alliance are not affiliated companies. Show less

Wealth Management Advisor, Vice President

• May 2012 - Apr 2022