I have spent over 33 years helping my clients negotiate the complex world of financial investments to pursue their investment and retirement goals. Having spent the first few years of my career at two national investment firms, I came to the conclusion that the best way to serve my client’s best interests was to affiliate with an independent advisor firm. A firm with no proprietary products that would allow me to focus on client needs as the cornerstone of my investment consulting practice.
As an independent financial consultant, I have earned my Registered Principal registration as well as my Accredited Asset Management Specialist ® and Chartered Retirement Planning Counselor® designations.
I currently offer a free initial consultation to establish a baseline quantitative risk profile to help begin a conversation as to what it will take to work toward your financial goals.
Call me today to begin a conversation about meeting your financial goals.