I am a design and implementation-minded financial advisor with many years of multi-faceted experience in finance, investments,retirement income planning , and consulting.
More important than my background is my commitment to my clients. I bring to the relationship a custom-fit approach, while challenging the institutional approach sometimes found in the financial services industry. This philosophy is applied in serving retirees, business entrepreneurs and high net worth individuals.
I created this Web site to help you gain a better understanding of the financial concepts behind investing, retirement, estate planning strategies, and wealth preservation strategies. Most importantly, I hope you see the value of working with me to pursue your financial goals.
Please accept this invitation to allow me to educate you about the basic concepts of estate and investment planning strategies, to help you learn more about who I am, and to give you fast, easy access to market performance and data.
I hope you take advantage of this resource and visit often. Be sure to add my site to your list of “favorites” in your Internet browser. I frequently update my information and wouldn’t want you to miss any developments in the area of personal finance.