Focus: Insurance Strategies, Investment Strategies
Being a Managing Director is a role with great responsibility. I’m charged with recruiting, selecting, training, and retaining top talent to work with me and my team here in the Sarasota, Florida area. That means choosing people of high integrity and personal initiative to join us as Financial Planners, Investment Advisors, and Brokers. I am also charged with facilitating a diverse culture of teamwork, accountability, self-discipline, and holistic financial planning.
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3550 Lenox Road NE Suite 1100
Atlanta, GA 30326