I put my 30+ years of experience to work for you.
My goal is to provide you with financial peace of mind. By utilizing a strategic and disciplined process that I've developed and tested in all market conditions, I can do exactly that and help you manage your assets and risk along the way.
I don't follow the crowd. I analyze the markets and utilize my expertise in specific industry sectors such as energy, financial services, consumer discretionary and consumer staples, as well as fixed-income, to help build and protect your wealth.
Since true wealth is about more than money, I'll support you through periods of change in your family and career by ensuring that your financial plan is ready for anything, no matter what life may bring.
Contact me today for more information or a complimentary, no-obligation second opinion on your current portfolio.