I coach individuals and business owners to implement best practices in wealth management and inspire them to make smart, proactive tax decisions with profound and personalised tax strategies.
Credentials & Education:
Series 7 - General Securities Representative Exam
Series 66 - Uniform Combined State Law Exam
Securities Industry Essentials® (SIE®) Exam
CFA Institute (US)
Association of Chartered Certified Accountants (UK)
Chartered Professional Accountant (Canada)
Oxford University (UK)
Securities and investment advisory services offered through Hornor, Townsend & Kent, LLC (HTK). Registered Investment Adviser, Member FINRA www.finra.org SIPC www.sipc.org 800-873-763, HTKwww.htk.com . Novel Wealth Strategies is not affiliated with HTK. HTK is a wholly-owned subsidiary of The Penn Mutual Life Company. The material is not intended to be a recommendation, offer or solicitation. HTK does not provide legal and tax advice. Always consult a qualified tax advisor regarding your personal tax situation and a qualified legal professional for your personal estate planning situation.
