My practice focuses on families and individuals who appreciate someone with an investment focus, a family-values focus and good personal contact. I am 57 and intend to work 15 or more years as an advisor. I do mostly discretionary investment-objective oriented portfolios including individual stocks, ETFs, mutual funds and annuities.
I am licensed 17 years and have 3 of the CFP classes completed and endeavoring to complete more.
Plus I have a strong trust relationship with my clients. I'm married 34 years with 4 children and 2 grandchildren.