Skip Navigation

The Starting Point

Business Philosophy

I firmly believe that all my clients' interests are best served by taking a fully diversified portfolio approach to investing and employing the principles of dollar cost-averaging to take advantage of market volatility and enhance returns. I work closely with my clients to formulate customized investment strategies designed to improve portfolio returns, while keeping risk at acceptable levels.  Whether a client is conservative and income-oriented, or looking for growth, I design an investment strategy that best fits their needs.

The Importance of a Sound Investing Partnership

Many financial issues affect us all: saving for retirement, minimizing taxes, setting aside funds for a major purchase or to finance a childs education. To reach your own financial objectives, you need to consider the challenges of building and preserving capital in today's increasingly complex marketplace.

Service Excellence

I am committed to building a solid, lasting relationship with all my clients. Keeping clients informed is a top priority for me; this means providing access to a wealth of educational materials, promptly returning phone calls, and quickly following up on administrative issues. Furthermore, building on this priority also involves monitoring accounts on an ongoing basis to take advantage of opportunities and changing market conditions as they arise. I regularly review goals, strategy and portfolio performance with my clients.  I look forward to working with you for all your financial needs.