Overview

Been in the financial advisory industry since 1992. I have helped 25,000 households with over $200 million in assets over the years(1992). Holistically view my clients and try to solve all their problems incorporated into my fee. Not just investments but all angles of their lives (taxes, insurance, estate, family matters, personal safety, health, & wellness, and investments). I prefer individual stocks, ETF's, options, and CEF's that are liquid. I am a tactical manager. I clear through interactive brokers and utilize after hours trading frequently.

Market
Advisor/RIA
Last Activity
within 4 months

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