During my 38 years of working at the executive level with some of the largest wealth management firms in the world, my favorite aspect of management was coaching financial advisors and branch managers, helping my colleagues develop their skills to become more productive and efficient, thereby increasing their capacity for growth. 

With that in mind, I decided to establish Alpha Wealth Management Consulting and spend my time improving the skillsets of wealth management professionals across the country. My experience, both in the field and as an executive, has allowed me to develop keen insights and knowledge that I leverage during my personalized and interactive consulting and coaching programs.

In addition, I provide expert witness testimony services for securities and employment litigation.