Overview

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.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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Resources
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