For over 21 years, I have acted as a trusted advisor to business owners and high net worth families providing financial planning and wealth management services to help them “Get the Most Life Out of Their Wealth”. Prior to joining Morton Wealth in August 2007, I served as the Director of Investment Research for Georgina Asset Management, LLC, an SEC Registered Investment Advisor located in Santa Monica, CA from September 2003 until July 2007 and as the Director of Operations from May 2000 until September 2003. I started my investment career with Sanford C. Bernstein & Co., Inc. in 1998. I am a Chartered Financial Analyst, a member of the CFA Institute and the Los Angeles Society of Financial Analysts. Additionally, I am a Certified Exit Planning Advisor, Certified Financial Planner® and a member of Provisors. I currently serve as President of the Conejo Valley chapter of the Exit Planning Institute.