My Qualifications

I have provided investment management to clients for over 30 years. 

I am dedicated to developing a lasting relationship with you the client. I believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with me is my ability to provide clear, easily understood explanations of financial products and services. The personalized program that I can provide is a roadmap to working toward a more secure financial future.

I'm looking forward to using my expertise to help you pursue your financial goals.