Director of Wealth Management at
Ridgeline Private Wealth
Years of Experience
17 years
Number of Clients
60
Average Client Size
$1,500,000
Member Since
2023
how vigilant I am about following through.
I help established tech and healthcare entrepreneurs with $1M+ revenues align their business and personal finances for long-term growth and smooth transitions. They focus on legacy building, exit planning, and optimizing business value while juggling complex needs like tax mitigation, succession planning, and off-market investing.
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Bachelor of Science (B.S.), Business Administration; Minor: Finance
Obtained in 2004
Investment advisory services offered through Ridgeline Private Wealth, a registered investment adviser. Investment adviser representatives of Ridgeline Private Wealth may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or an exemption from registration is determined. Not all services referenced in this communication are available in every state and through every advisor listed. For additional information, please contact the Chief Compliance Officer at 480-779-0127.
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