My Philosophy

I pride myself on my ability to use a personal and hands on approach to your financial needs. I have a passion for developing strategies that help pursue the goals we set together. Every one of my clients can take comfort in the fact that I do my best to provide them with suitable investment options while maintaining the ability to adapt as their personal situations change. As an independently run branch office, I am not limited to certain corporate driven products that may or may not be in your best interest. I have the freedom to recommend a wide array of products. 
 

Some of the attributes that I am most proud of, besides my 30 years of experience, is having grown my client base utilizing the utmost practices of integrity and honesty and providing exceptional customer service for my clients.  I firmly believe my wide experience in the industry, coupled with my understanding of what great client service is, makes me a resource you can count on.
 

My clientele ranges from individuals to small businesses to large corporations. I have clients that live locally, across the country, and around the world.  My individual clients are not just one of many, I maintain a level of involvement that allows me to get to know each person that becomes a client of mine. Getting to know what your hopes and dreams are for yourself and your family gives me valuable insight, and further allows me to position your investments into the most appropriate channels.