I am an Investment Advisor Representative with 18 years' experience, clean record, MBA, and genuinely enjoy helping others. I have an efficient, well-trained staff that helps with client service so that I can focus on financial planning and investment selection using the most modern theories and technology.
I offer informal financial planning for free for those who just want/need a simple plan. I offer more advanced financial planning for a fee for those who take planning seriously and want to focus on creating a plan that really works for them and revisit it from time to time. I believe I have another 20 years in the business or more, as my mentors and my father all worked well into their 70s.