Overview

I am a CFP® and I run primarily a fee based business and I am looking to grow through merger or purchasing of an existing practice. I would like to increase my local presence in the surrounding community's.

I firmly believe that the best way to preserve and grow capital is through a disciplined investment process that includes thorough research and constant oversight. I use a disciplined investment process that relies on quality investments and insurance products, emphasizing risk management and diversification through asset allocation. This approach allows me to accommodate a wide range of client objectives and lets me develop a custom tailored program to meet any client’s specific needs.
I strive to provide my clients with truly independent advice and extraordinary service, recognizing these to be the most differentiating factors in the financial services industry.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week

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