Our Qualifications

I have been providing investment advice to individuals and businesses since 1991.  That's more than twenty nine years!  This experience let's me provide you with a thoughtful and very practical approach to the vast majority of investor needs.  

One of the benefits of working with me is that I do my utmost to provide clear, easily understood explanations of financial products and services. In working with you, I can help to create a personalized program that we can use as a roadmap in working towards a more secure financial future for you.

Dedication to fulfulling each and every client's needs continues to be my most important objective.  Long term relationships are a natural result.

I look forward to using our expertise to help you pursue your financial goals.