About

I am the founder of Integrative Investing with over 25 years of experience in the investment industry.

Prior to this position, I worked in a variety of roles including consultant to the Bank of New York’s investment platforms, branch manager and Director of Service and Operations at Lockwood Financial, and as a specialist clerk on the New York Stock Exchange.

In recent years, I have worked as a financial coach and consultant on financial strategy for small companies and nonprofits.

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Advisory services offered through Wealthcare Advisory Partners LLC dba Integrative Investing. Wealthcare Advisory Partners LLC (“WCAP”) is a registered investment advisor with the U.S Securities and Exchange Commission.