Partner, Managing Director, Wealth Manager

• Jan 1982 - Present

Since our 1985 beginning, the focus of Plaza's proactive financial specialists has been helping people make smart decisions and durable plans before, during, and after major life and business events. After 30 years in the business, we continue to deliver the ideal balance of customer service and financial knowledge anchored by our signature reliance on researched-based financial education. We believe this potent combination helps our clients to make good decisions, eliminate blind spots, and build a trusted, long-term relationship with our team. Finding yourself amid change - whether in life or business, or both - is rife with emotion, stress and, sometimes, indecision. Direction can be elusive, but the right tools can help grasp, assess, and manage your financial future, and give you some clarity. Plaza Advisory Group recognized this situation and its financial dynamics. We put together a knowledgeable and service-oriented team of wealth advisors capable of delivering the innovative and flexible financial plans and services. Steward Partners Global Advisory is an employee-owned, full-service partnership, catering to family, institutional and multigenerational investors. Our financial advisors deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, international advisory and business solutions. We pride ourselves on delivering bespoke service with an unwavering commitment to excellence. Securities services are offered through Steward Partners Investment Solutions, LLC (SPIS), registered broker/dealer, Member FINRA/SIPC. Investment advisory services Offered through Steward Partners Investment Advisory (SPIA), registered investment advisory. SPIS and SPIA are affiliates of Steward Partners Global Advisory, LLC. For important disclosure information, please see "Disclosures" page on our website https://www.stewardpartnersis.com/Disclosures.10.htm. Show less