I have spent over 20 years in financial services, working for institutions such as Bear Stearns, Lehman Brothers and Wells Fargo. I have been studying financial markets for decades. After spending most of my career working for large firms, I ultimately decided my client’s interests and needs would be better served at Highline Wealth Partners, a family-owned firm established in 1976. The expertise and experience of my current business partners allow me to provide advice to business owners on their present and future financial goals.
My mission is to help 401(k) participants get the education & tools they need to thrive. American workers start their careers and are told of the benefits of a 401(k) plan. They are told to contribute as much as possible without thought to a comprehensive financial plan. However, there needs to be more advice from providers. There needs to be better information available for people on how they can best manage their 401(k) plans and how to connect with an advisor. People need to be given the tools to succeed.
I want to educate 401(k) participants on the value of professional advice. I am here to understand your investments, financial goals, and what is most important to you because that is what it is all about.
