Experience

Legacy Wealth Partners LLC

• United States
• Financial Services
• 1 - 100 Employee

• Private Wealth Advisor

  • Jan 2015 - Present

  Clarity Guidance Trust We view wealth management differently. There's more to it than just charts, graphs and investment performance. Successful wealth management involves comprehensively evaluating your resources and the current economic environment to correctly chart an unbiased course to reach your goals as efficiently as possible. More importantly, as obstacles arise that may threaten the success of well laid plans, we proactively adapt so that you continue to remain on track. Simply put, the real measure of success is whether or not you reach your destination and our mission is to help you get there. Advisory Services offered through Aveo Capital Partners, LLC. Securities offered through Stephen A. Kohn & Associates, Ltd. 3232 S Vance Street, Lakewood, CO 80227 (303) 984-2558 / www.sakohn.com Member FINRA, SIPC, MSRB


AXA Advisors, LLC
• United States
• Financial Services
• 700 & Above Employee
• CERTIFIED FINANCIAL PLANNER™ professional, Retirement Planning Specialist

  • 1993 - Dec 2014


Xerox Corporation

• United States
• Retail Office Equipment
• 1 - 100 Employee

• Sales and Business Development

  • 1984 - 1993

  Nearly 10 years experience in Business Development and Major Account Sales Nearly 10 years experience in Business Development and Major Account Sales