Our vision

Safeguarding and enhancing your wealth

My goal is to provide consistent, discerning investment advice for my clients to help them create sustainable and successful investment strategies for income and growth, and assist with other financial matters such as estate, insurance and tax planning.

Mine is not a cookie cutter approach—I spend time to get to know each client extremely well and to provide them with a truly customized portfolio. As a former fixed income trader, I know the market well and my specialty is designing creative fixed income strategies while balancing portfolios with conservative, high-yield equities for long-term growth.

My clients depend on me one hundred percent to protect and enhance their assets over the long-term and my utmost priority is to preserve the assets that have been entrusted to me. Service excellence is another top priority of mine: I am in contact with my clients frequently and commit to calling back quickly if I miss a call.