Wealth Services Independent registered investment advisor with over a decade of experience managing more than $1.1 billion in client accounts, presenting a strong cross-sell opportunity to expand offerings around wealth management, retirement planning, and income solutions.

High Net Worth Focus Services tailored to high net worth individuals and institutional investors, enabling targeted outreach for advanced planning, estate strategies, tax-efficient investing, and bespoke portfolio construction.

Integrated Partnerships Collaborative ecosystem with elder law, accounting, insurance, and mortgage financing experts, suggesting a potential for bundled advisory services and referral partnerships to capture broader financial planning needs.

Tech Stack Utilizes modern SaaS and marketing tools (Google Ads, Salesforce, WordPress, Calendly, OneTrust, Webflow) that can be leveraged for scalable lead generation, client onboarding improvements, and data-driven cross-sell campaigns.

Active Asset Allocation Recent small-cap and ETF equity investments across airlines, financials, and software indicate openness to dynamic asset allocation strategies, presenting opportunities to propose diversified investment solutions and ongoing portfolio optimization.