With over 35 years of service in different areas of the financial services industry, my experience offers a unique perspective for helping clients navigate today's complex financial markets. As an independent Registered Investment Advisor and CFP, I serve in a fiduciary capacity on the same side of the table as my clients, without the inherent conflicts of commissions, proprietary product lines or top-down corporate investment recommendations. Bringing a strong element of financial planning to the equation allows our company to stand beside you as your trusted financial "coach".