Family Financial Advisor
With 25 years experience, unmatched passion for both people and investments and the prudence of a fiduciary.
With over two decades of experience as a fiduciary financial advisor, including 12 years at Wells Fargo and Merrill Lynch and now being independent for over a dozen years, I have been passionate about investments for as long as I can remember. I love helping people make the most of their money by investing it correctly.
Like so many of us who long for the old family doctor relationship, built on a foundation of both professional knowledge and an understanding of you and your family – that's what I provide. With a myriad of securities licenses and professional designations I have a unique ability to work with my clients to create, manage, and execute their investment strategies. I bring 25 years of experience managing portfolios through all types of market conditions.
If you want someone who can understand your goals, hopes, dreams, fears and aspirations – and can help you achieve success – I am here to help you.