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Drawing on the experience gained from over 40 years as a finance and capital markets professional, Michael provides advice and guidance to the Advisors and clients of Advocus. Michael specializes in high-level sourcing and structuring to help uncover best-in-class opportunities and solutions for Advocus’ customized portfolio offering. Prior to joining Advocus, Michael enjoyed a successful […]

Noreen Brown is the Co-Chief Investment Officer at Summit Financial LLC. She is responsible for the development and ongoing oversight of Summit’s investment offerings. Noreen also works with the investment team to create newsletters, whitepapers, and portfolio updates and is a resource for advisors on client portfolio design and investment strategies. With more than two […]

Bringing over 15 years of experience, Charlie specializes in advising high net worth investors on cash flow, risk management, tax planning, investment management and estate planning. He is especially focused on building unparalleled, personal relationships with clients to best help them define, navigate, preserve, and optimize a comprehensive wealth management plan. Charles was associated with […]

Working closely with professional athletes, entrepreneurs, corporate executives and other individuals with complex financial situations, Steve helps clients discern the challenges and capitalize on the opportunities that can accompany significant wealth. He brings the knowledge and insight gained from advising an accomplished clientele, helping them make informed decisions about all aspects of their wealth. Steve […]