Principal Agent & Financial Advisor
Principal Agent & Financial Advisor Southfield, MI Charitable gift planning for high net-worth individuals and families to optimize the impact of their philanthropic efforts, including family wealth counseling. Direct client management and cultivation. Develop strategies to achieve client priorities, collaborating with legal and tax advisors. Financial analyst, investment advisor and life insurance specialist for more than 200 business-owners, professionals and individuals, focusing on risk management, tax efficiency and future viability.