Trusted financial advice, high quality investment solutions and a commitment to service. These are the three pillars of my investment practice. I am devoted to help people make informed decisions about their finances, find solutions that work for them and assist in navigation so they reach their financial destinations. I am an Advisor who believes there is always a beginning with an end in mind. Each individual, family or business has circumstances that are specific to them. I strive to develop well diversified and conservative portfolios for those clients that are in need of income and safety. I design balanced and tax efficient portfolios for clients who are building wealth and nearing retirement. more... See more text