I work with a team that includes financial and business professionals with demonstrated experience and success in advising and guiding clients who depend on Exemplar for financial, legal and business support in meeting their objectives. Exemplar Capital provides an opportunity for investment professionals to work with a number of America’s top Sponsors of Investment programs designed to meet their objectives in tax planning, growth, and income.

• Introduce Exemplar Sponsors to FINRA broker-dealers and their advisors.
• Work with registered investment advisors (RIAs) and their clients in using Exemplar’s expertise and our Sponsor’s investment opportunities in their financial planning.
• Work with tax and financial planning professionals including CPAs and Tax Attorneys and their clients in taking full advantage of the investment opportunities from Exemplar that meet their objectives.
• Capitalize on the benefit of Exemplar’s unique combination of tax, financial, and business expertise in providing information, and, in making recommendations that assist both advisors and their client in making the best decisions and investment choices

CREDENTIALS

B.S.  Real Estate  M.A.I  Award Winner	FINRA Series, 7, 24	Real Estate Broker                          California
Real Estate Broker Idaho	Vietnam      Captain, U.S. Air Force   National Guard

LEADERSHIP

My career has enabled me to fully participate in America’s greatest challenges and opportunities in helping others in our charitable activities and in supporting our democracy through our political advocacy.