I have been in the financial services industry for more than 31 years, advising clients through what we call are the "three financial phases" of life: Wealth Accumulation, Income Distribution and Estate Planning strategies. It is our mission to help build, preserve and manage wealth for our clients while developing lifelong relationships built on integrity, trust and superior service. Striving to be true to our reputation of integrity, we combine our knowledge and experience to provide comprehensive financial planning and portfolio services that are designed to meet the goals and objectives of our clients.