Senior Vice President - Financial Advisor - Consulting Group
Our purpose is to furnish financial services of value to our clients. We should act as their consultants, putting their interests first. We are confident that if we do our jobs well and provide service of great value; not only will mutual trust and respect develop, but client satisfaction as well.
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Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about I approach, I would love to hear from you. To set up a consultation, please contact me.
May 20, 2022
Interest rates will … fluctuate; your investment strategy shouldn’t
Too often, we find investors focusing on what the press puts before them instead of concentrating on issues relevant to their goals. We explain why investment time horizon should be a key focus of portfolio thinking.