With more than 35 years of experience in the financial industry, I take pride in helping my high-net-worth clients focus on the big picture, coaching them through turbulent times, and providing them peace of mind throughout their investing journey. I would be honored to work with you. With the highest degree of personal service and professional integrity, I focus primarily on fee-based investment advisory services and can provide estate planning and financial planning guidance. Together, we will design and implement tailored investment portfolio strategies that are aligned with your retirement and estate plans. A solid financial plan isn't made in a vacuum. Focused on the intricate detail