Experience

Sentinus, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Director of Design

  • Sep 2012 - Present

  For wealth creators looking to sustain their lifestyles and pass on their wealth, Sentinus provides comprehensive and personalized wealth management solutions tailored to each client’s specific needs. Sentinus’ approach, fine-tuned over 70 years and now more varied and adaptable as an independent company, combines proven industry best practices with leading-edge proprietary modeling tools. We begin with a Comprehensive Wealth Risk Assessment, which gives us a comprehensive understanding of each clients’ finances. From there, Sentinus examines Estate and Asset Protection, Investment Analysis and Management, Business Succession, Customized Insurance Solutions and Philanthropic Planning as they apply to each client. These tools determine a clear path to sustaining the wealth of its clients for their lifetime and beyond, enhancing what is already financially right and shoring up what is not. Sentinus is an open architecture firm that maintains a low profile primarily out of respect for their clients’ privacy and the fact new clients are attained on a referral basis. The firm focuses on the following specialties: Comprehensive Risk and Opportunity Assessment Estate and Asset Protection Investment Analysis and Management Customized Insurance Solutions Business Succession Philanthropic Planning Securities offered through Sentinus-Halo Securities, LLC. Member FINRA/SIPC. Investment advice offered through Sentinus, LLC an SEC Registered Investment Adviser FINRA Series 7 and Series 66 Licensed. Show less



The Ayco Company, LP - A Goldman Sachs Company

• Senior Financial Planner

  • Jun 2009 - Aug 2012

  Provided comprehensive financial counseling and support to corporate executives and high net worth individuals. Areas of focus included investment, estate, insurance, and retirement planning curtailed to each executive's personal needs and situation. Provided comprehensive financial counseling and support to corporate executives and high net worth individuals. Areas of focus included investment, estate, insurance, and retirement planning curtailed to each executive's personal needs and situation.



MB Financial Bank

• Financial Services
• 700 & Above Employee

• Intern

  • May 2008 - Aug 2008

  Conducted fraud analysis to ensure account security for customers. Conducted fraud analysis to ensure account security for customers.