I’ve been providing superior service, solutions, and financial peace of mind to my valued clients since 1986. I listen to my clients’ needs and implement a customized investment strategy to help them reach their financial goals. With my strategic approach to client portfolios and attention to risk and diversification, I bring forward new ideas for clients that help in their long-term success. I relish the concept of implementing portfolios for clients that create wealth and a legacy not only for my clients but for their families as well. Utilizing these methods helps clients reach their goals while building and protecting their wealth. My wife Shari, our seven children and I love to travel, play board games, play sports, listen to music, and watch movies.Contact me
Mutual funds are based on a simple principle : pooling your money with that of many other investors in order to offer you access to global markets and a large selection of investments, as well as the flexibility to invest whatever you want, whenever you want.