Working with individual, corporate and foundation clients, I build and manage investment portfolios designed to meet specific client need for growth, income and/or retirement income. I perform comprehensive financial plans to uncover pitfalls or errors that a client may have in their current financial picture. Errors that could be costly to them either today or at some future date. I then make suggestions to correct these pitfalls. What am I?

- Wealth Manager

- Financial Planner

- Financial Advisor

- Investment Advisor

- Educator

- Your resource for dealing with the complexities of the financial markets

- Your coach to guide you in making wise fin