I look forward to helping my clients achieve their financial security and goals. With over 14 years of experience in financial services my focus has been on portolio management, IRA's and Roth IRA's, equities, mutual funds, and annuities. The core of financial success is understanding the objectives of my clients and the products that will be most suitable for them.
More recently with the changes in laws regarding college savings I have began on a quest to help families with children focus on their childrens future. Section 529 College Savings Plans will be the core product used in helping families invest for their future educational needs.
My company does not sell proprietary (or house) funds and annuities. We make recommendations based on client objectives and choose what we believe to be the best funds and annuities based on your specific needs.
Thank you and I look forward to helping you achieve your financial success.