As your financial advisor, I have over 18 years
of experience in the financial and health care industries. I have the ongoing pleasure of servicing four generations of clients for the past 18 years. My focus is on addressing a clients complete picture for their path to life and financial success.
The clients I serve are professional business entities, high net worth individuals, young growing business and industrial professionals, and those enjoying retirement. Because I offer a service to a wide range of individual investors, I offer a flexible fee schedule* and make several different options* available to you.