We are a boutique private wealth management firm dedicated to serving high net worth individuals and institutional investors. We offer independent wealth management, comprehensive financial planning, and tailored investment management services to individuals and small businesses.
See DisclosuresBachlor of Science - Finance
Towson
01/01/2002 -01/01/2005
Professional Development Certificate - Financial Planning
Georgetown University
01/01/2011 -12/31/2011
Bachlor of Science - Finance
Syracuse University
08/01/2018 -08/01/2022
Bachlor of Science - Entrepreneurship and Emerging Enterprises
Syracuse University
08/01/2018 -08/01/2022
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Additional Detailed Disclosures
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Securities and advisory services offered through Independent Financial Group, LLC (IFG), a Registered Investment Adviser. Member FINRA/SIPC. Sentinel Financial Group and IFG are unaffiliated entities. Electronic communications are not necessarily confidential and may not be delivered or received reliably. Therefore, do not send orders to buy or sell securities or other instructions related to your accounts via e-mail. The material contained herein is confidential and intended for the addressed recipient. If you are not the intended recipient for this message, any review, dissemination, distribution or duplication of this email is strictly prohibited. Please contact the sender immediately if you have received this message in error.