Where I stand
I believe that it is my career mission to provide professional services built upon a foundation of honesty, integrity and trust. I believe that by putting you, the client, first, that my personal success will ultimately follow. I believe that experience matters. I hope that by providing you with a level of service and expertise that far exceeds your expectations, you will make friends, family and acquaintances aware of my services.
Investment philosophy
Most of the money I manage is in the form of retirement plans, either as IRAs or SEPs which I started for clients years ago, or 401(k) rollovers from folks who've retired from the corporate world. As a result, the accounts I manage tend to be fairly large. Additionally, actions that I take can have a profound affect on a client's lifestyle and standard of living, especially if they're retired and receiving distributions. The responsibility is enormous, but one with which I'm comfortable.
If you find yourself in a position where you're approaching retirement and realize that your corporate 401(k) really isn't geared for the "distribution side of life", I encourage you to reach out. There is a better way, and I would like to show you.
