As a Portfolio Manager at Lipari, Ribek & Chamness in North Palm Beach, Florida, I help serve the needs of high net worth individuals and their families, including business owners, entrepreneurs, foundations and endowments. I have over 23 years experience in financial and client services. When life's decisions emerge, I am my client's first call. I'm committed to helping my clients prepare for and navigate the unexpected throughout good times and bad.
With my clients, I emphasize asset allocation and total portfolio management. Among my areas of focus are retirement planning, business succession planning, and life insurance planning.
A graduate of the University of Colorado, I earned my bachelor's degree in finance and real estate, subsequently obtaining Series 7, 8, 31, 63, and 65 securities licenses. I also carry life, health, variable annuity and long term care agent licenses.
My wife, Tove, and my daughters, Ruby and Ella, enjoy traveling, boating, and taking advantage of the South Florida lifestyle.