Overview

Client-centric; Moved on from using mutual funds to developing portfolios to increase income and reduce client costs. Each client gets maximum care and concern. I still use managed money if the client desires that facility. My equity portfolios yield 5.7%-6% with beta < 1. When warranted, variable annuities through Riversource, which has the lowest M&E available, many investment options and excellent riders available.

Have completed all CFP education requirements and hold AAMS designation.

I want to grow through thoughtful acquisition.

Last Activity
2 weeks

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