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My mission is to help individuals develop financial objectives and achieve those objectives through various financial products and investment services that are designed to meet their present and future needs.
My goal is to simplify the sometimes complicated world of financial advising by providing my clients clarity and focus in helping to build their financial freedom.
I hope you find this site informative and useful. Feel free to contact me if you would like more information about a particular product or service. I look forward to hearing from you.
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2015 Five Star Wealth Manager award was issued by Five Star Professional (FSP) on 07/01/2015 for the period covering 11/30/2014 to 05/18/2015. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review; 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not an endorsement or indicative of the future performance of the wealth manager. A fee was not paid for consideration however a fee is paid for marketing materials. For additional information, visit www.fivestarprofessional.com.