Taking the next step
I am committed to enriching the lives of my clients through sound financial advice, integrity, and focusing on providing service beyond expectations.
With more than 30 years of financial services experience, I have developed an approach to investing that goes beyond planning and strategic allocation, to include daily quantitative analysis. I believe that this emphasis allows for more portfolio flexibility and timely adaptations that can potentially improve financial results. I focus not only on investment strategies, but also on building long-term relationships with clients through one-on-one meetings and discussions. Please reach out to me with any questions.