Experience

OneTeam Financial

• United States
• Financial Services
• 1 - 100 Employee

• Chief Executive Officer

  • Jul 2019 - Present

  I’m excited to introduce my holistic financial advisory firm: OneTeam Financial, LLC! I look forward to continuing to serve tri-state area residents through our collaborative approach with an expanded team of professionals from a variety of disciplines. I am a financial advisor with a mission to help successful professionals preserve and protect wealth using life insurance and tax strategies.



Atlas Advisory Group

• Insurance
• 1 - 100 Employee

• Senior Partner & CEO

  • Jan 2009 - Jun 2019

  My professional mission lies in helping clients and their families preserve the wealth it has taken them a lifetime to build. What makes me different? The value I place on continued education allows me to help provide my clients with the guidance necessary to employ tax, retirement and overall financial planning strategies to better serve their financial needs. As Senior Partner, CEO, and one of the five founding partners of Atlas Advisory Group, LLC, the firm is one of over 140 member… Show more My professional mission lies in helping clients and their families preserve the wealth it has taken them a lifetime to build. What makes me different? The value I place on continued education allows me to help provide my clients with the guidance necessary to employ tax, retirement and overall financial planning strategies to better serve their financial needs. As Senior Partner, CEO, and one of the five founding partners of Atlas Advisory Group, LLC, the firm is one of over 140 member firms in the US and the UK selected to partner with M Financial Group, offering exclusive access to M Financial’s proprietary offerings tailored to the specialized needs of affluent policyholders. Securities and Investment Advisory Services Offered through M Holdings Securities, Inc., a Registered Broker Dealer and Investment Advisor, Member www.finra.org/www.sipc.org. Atlas Advisory Group, LLC. is independently owned and operated. Show less



Nationwide

• Insurance
• 700 & Above Employee

• Financial Advisor

  • Jan 1988 - Dec 2008