At Tactical Wealth Management, we’re more than advisors—we’re creative partners in your financial journey. Our team of seasoned professionals blends analytical precision with thoughtful artistry, crafting strategies as individual as the lives they support. Grounded in trust and guided by proprietary, forward-thinking investment approaches, we help you navigate complexity with clarity—and shape a future that reflects both discipline and imagination.
Meet the team behind Tactical Wealth Management—a group of seasoned professionals who bring both analytical discipline and creative insight to every client relationship. Each member offers a unique perspective, but we’re united by a shared commitment: to thoughtfully guide your financial future with clarity, care, and conviction.
As investment professionals, Tactical Wealth Management receives business support, including investment management, compliance, human resources, and more, through our Registered Investment Advisor (RIA), NewEdge Advisors. Learn more about NewEdge Advisors, our RIA Support Team.
Managing Director - Operations
Director of Marketing
Our clients seek more than just sound financial guidance. They value a forward-thinking advisory team that brings both precision and artistry to managing their wealth.
