New Insight Video on the Opportunity in Municipal Bonds
Please check out our interview with Daniel Lippincott where he explains the current opportunity in Municipal bonds. Learn more
Vice President
My process starts by first learning as much as I possibly can about my client; from their family values, to their personal hobbies, to their career and financial goals. By doing so, it helps me in understanding where I can add value to their overall financial landscape.
Accredited Investment Fiduciary®
Joined Karpus Investment Management in 2012
Previous experience – Paychex inc., Retirement Associate