With experience in the financial services industry since 1992, I have been fully dedicated to helping clients meet their financial objectives by developing investment plans around their long-term goals and risk tolerance. My extensive experience - throughout major shifts in the markets and economy - enables me to help clients structure balanced portfolios to address specific financial goals and needs. My experience also includes customizing long-term strategic asset allocation portfolios but making proactive tactical changes as conditions warrant. Specialties: - Wealth Accumulation Strategies - Alternative Income Strategies - 401K Strategies - Estate Investment Planning Strategies Scot is