1. Service
I care; this has been the hallmark throughout my history. Attention to detail and exceptional client service always.

2. Industry Attractive Fees
Fees Matter but returns matter more!

3. Financial Planning
Comprehensive retirement and estate plans that are designed to meet and exceed my clients’ long term financial goals and objectives.

4. Portfolio Management
Customized and tailored portfolios for each client based upon a target rate of return, set Asset Allocation, and an Investment Policy Statement (IPS) which outlines the parameters for each client. This has enabled our clients to achieve their goals over the long term.