As an Investment Advisor Representative, I am focused on my fiduciary duty at the highest standard of care for my clients. Experience: 33 years in the financial industry has earned me the trust and respect as an investment professional. My knowledge expands to diversifying portfolios by utilizing Separately Managed Accounts (SMA’s) and alternative investment sectors, such as oil and gas, non-traded Real-Estate Investment Trusts (REIT’S), Business Development Companies (BDC’s) and equipment leasing. I have partnered with the Estate Planning Team which is comprised of tax attorneys, CPAs and advisors like myself committed to assisting clients with business transitions. Over the next twenty years, it is estimated that 20 trillion dollars will transition to the next generation in the United Sates. Many of these individuals want to minimize their potential tax liability by deferring capital gains and probate avoidance tax situations.