With over 26 years of experience in financial services, I am dedicated to helping individuals meet their financial needs by developing investment plans and retirement plans around their long-term goals and risk tolerance. My extensive experience - throughout major shifts in the markets - enables me to help my clients structure balanced portfolios to address their specific financial goals.

Manna Wealth Management has a richer understanding of each client’s personal and financial life that gives them us the ability to customize wealth management solutions to fit each client. We manage complex financial lives of affluent clients have the ability to draw upon a wide array of services and products to meet outcomes. It is not enough, however, to simply be able to offer a longer menu of products and services. For a Manna Wealth Management, each product and service has to be put in the context of the client’s overall investment plan.