For 20 years I have fought for my client's financial goals. Coaching them put together a plan, teaching new information, putting in the reps and adjusting the fight plan when the fight changes.
My commitment is to bring planning and investment solutions to our clients that align with my core values of Integrity, Loyalty, Value and Family. I know that when we deliver on this commitment we can often exceed client expectations.
I am very proud to be recognized as one Barron’s Top 1,200 Financial Advisors in 2017. This prestigious award is given to less than one-half percent of all advisors in the industry, and I am pleased to be a part of this respected group— because it means I’m serving my clients well.
In my personal life, I fight. I fight for my community, my friends and my family. I also still fight a little MMA.