Also goes by: Mr Details, He Who Asks Good Questions
Usually found: At a car show
Known for: Observant, being a good listener
Your goals are unique; your financial plan should be, too. I specialize in customized investment strategies and come to Curantis with extensive experience in portfolio management and financial operations. With 4+ years as a portfolio administrator for a national RIA, I bring extensive experience managing client allocations, developing tailored portfolio proposals, and executing tax-efficient trades. My passion for precision and commitment to excellence make me a resource in helping you pursue your financial goals.
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The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided on these websites. LPL Financial is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving this website and assume total responsibility and risk for your use of the websites you are linking to.
