I am a financial advisor, primarily for a select group of individuals, who, among other things, aspire to a work-optional lifestyle. So I have developed and refined a process that I believe helps put every piece of the financial puzzle together for my clients.

One piece to the puzzle is helping you invest in a tax-efficient manner. Having access to the municipal bond market can help us work toward that.
 

CALL ME TODAY AND FIND OUT THE DETAILS

(916) 774-3721

 

CONNECT WITH ME ON SOCIAL MEDIA


 

Stifel does not provide tax or legal advice.  You should consult with your tax or legal advisor regarding your particular situation.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck