- Wealth Management Experience Since 2010Mr. Reed works as part of a comprehensive team of advisors to help owners of closely held businesses and those concentrated in real estate achieve their financial goals. His areas of expertise include premium financing, tax-efficient wealth transfer strategies, and business succession planning.
- Community InvolvementMr. Reed is also an active member of his community, having served on the Finance Committee for the city of Newport Beach along with numerous boards and organizations, including Junior Achievement of Orange County, The Elite OC: Young Professionals Giving Back, and Entrepreneur’s Organization. Mr. Reed enjoys spending his free time on the water, sampling regional home-cooking, and traveling internationally. Fun fact: his passion for sailing has taken him across two oceans.
- EducationMr. Reed's educational background in Aerospace Engineering and MBA from the University of Cincinnati, brings a unique perspective to his role as a member of the team.
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