I am Vice President of Lifespan Wealth Management, Inc. and my primary roles involve portfolio management, compliance, and supervision. My goal is to ensure that everything we do, every day, is in your best interest. Whether it’s trading a stock, setting policies and procedures, or preparing for a compliance audit. I know, that sounds really fun, right? I am a process person who retired from the Air Force as the Communications Squadron Commander for J-Stars. In that role I created processes, period. In my role with Lifespan Wealth Management, Inc. I am doing the same. I have created processes for everything we do as a firm, so you can be assured that we are doing the best possible job of managing your money.
Please feel free to contact us for a complimentary consultation. You will not be disappointed.