Premier Wealth Strategies

My independent business model ensures I have the autonomy and discretion to put you at the center of all investment strategies and business decisions. Just as I stand behind you to help you pursue your financial dreams, I have teams standing behind me and supporting my business. These firms also strengthen my relationship with you by providing the resources I need to better serve you. I think it’s important for you to know who these partners are and why I have chosen to work with them. I am affiliated with Cetera Investment Services, one of the premier broker-dealers in the industry. As my broker-dealer, they are responsible for executing trades on your behalf.

ResQ Investment Partners LLC, based in Scottsdale, AZ, specializes in investment management through its Dynamic Allocation Fund and Strategic Income Fund. The company emphasizes its commitment to providing tailored investment strategies that align with varying financial goals and market dynamics. ResQ Investment Partners prioritizes transparency and risk awareness, ensuring that investors understand potential risks associated with their fund choices, including investment volatility and market fluctuations. The firm caters to a diverse clientele, supporting informed decision-making for both individual and institutional investors. Generated from the website

Capital Dynamics is a private asset management firm with a focus on mid-market corporate investing and clean energy infrastructure investing on a global scale. The company specializes in providing strategic financial solutions to businesses in the mid-market sector and investing in sustainable clean energy infrastructure projects worldwide. Generated from their website's infomation