I’m a financial consultant and investment advisor with over 35 years of experience in the financial industry. I’ve been able to build an impressive career working with prominent financial institutions while demonstrating my commitment to helping clients achieve their financial goals with a comprehensive approach that blends expertise, strategic insight and dedication to client success.

I’m not only proficient in advanced financial planning, I’ve also perfected my expertise in investment strategies, portfolio construction, stock brokerage and retirement planning. My approach combines tested strategies with cutting-edge market insights, allowing me to guide clients through both traditional and emerging investment landscapes. Whether you’re exploring opportunities, seeking to optimize your portfolio, or planning for retirement, I’m committed to cultivating great relationships built on trust and transparency in order to manage investments with an unwavering focus on your financial strategy and personal objectives.

Throughout my career, I have continuously expanded my expertise, successfully passing 6 rigorous exams and acquiring 14 state licenses. My experience includes guiding clients through complex financial landscapes with a personalized approach, whether they aim for wealth preservation, retirement planning, or investment growth. With a focus on ethical practices and client-centered solutions, I have positioned myself as a trusted advisor in the industry.