At Echelon Wealth Advisor, clients interests are our priority. We know that clients entrust us
with more than money; you trust us with your family's financial future. With that comes the
responsibility to listen, always put your interests first, and provide you with the tools and
resources to acheive your objectives.
We help our clients answer life's most important questions:
Will you have enough money to live independently for the rest of your life?
Do you understand how much retirement will cost and are you on track to meet your goals?
How do you efficiently leave your money to your family and not to the government?
We recognize there are no shortcuts in acheiving our clients objectives. By implementing consistent processes in everything we do, Echelon is committed to providing great value.
Firm Start Year
Name of Broker/Dealer
Name of Custodial Firm
Years of Experience in Financial Services
Number of Years with Current Firm
I work with the following types of clients
Advisory Services Provided
I can meet clients in the following ways
Investment Advisor Representative
I am an acknowledged fiduciary
Compliance Disclosures in Last 5 years
Criminal Disclosures in Last 5 years
Certifications, Accreditations & Designations
Insurance and Annuity Licenses
Non-Financial Organization Memberships
Assets Managed by Advisor
Minimum Portfolio Size for New Managed Accounts
Bachelor of Science - Business, Finance
Registered Representative, Securities offered throught Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., A registered Investment Advisor. Cambridge and Westminster are not affiliated.