Our philosophy

My goal is simple: earn my clients a positive return each and every year, regardless of market environment. This has been the primary focus of my practice for more than 26 years. Some financial advisors may encourage their clients to invest in one of several pre-packaged, generic portfolios. My team and I will diligently tailor a plan unique to your goals that is both flexible and ready for all markets.

Fully understanding the needs and requirements of today’s investor is the foundation upon which I have built my client relationship. My team and I provide customized solutions to improve diversification, maximize returns and minimize volatility and risk within your portfolio. I employ a successful alternative approach — The Disciplined Income Strategy — that is built to help protect your investments from the extreme fluctuations of the markets and help you sleep well at night. Let us earn your trust and build your wealth.

Click here to read more about our team.