VICE PRESIDENT, WEALTH MANAGEMENT
With more than 25 years of directing individuals and corporations on financial issues, Howard's first priority is to clearly understand both your current financial situation and your intended financial destination.
Howard's value to you is not only his ability to work hand-in-hand with you to build that financial bridge between today and your future… but also to create a money management strategy that allows you to feel good about your finances.
By creating plans around your cash sources and uses, Howard helps you achieve greater flexibility to make your money available when you need it.
While you may not understand all of the intricacies of investing, you do know what you need and want out of life. By acting as your financial strategist, Howard will add clarity to the complexities of navigating investment, taxation, estate planning and risk management. Helping you to get where you want to be.