Overview

My practice focuses on families and individuals who appreciate someone with an investment focus, a family-values focus and good personal contact. I am 63 and intend to work 7 more years as an advisor. I do mostly discretionary investment-objective oriented portfolios including individual stocks, ETFs, mutual funds and annuities.

I am licensed 22 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 40 years with 4 children and 5 grandchildren.

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