Toll Free: 800-265-4195
255 Queens Ave.
Ever since I entered the financial services industry in 1993, I have felt that it was important that I am smart with your money.
Of course my ultimate goal is to help make sure that you achieve your financial goals. With that in mind, I have always looked to design long-term diversified investment strategies built within a planning process, and I am always looking for the most cost-efficient, high value ways to manage your money.
Over the last 25 years I have learned a lot about investing and about myself. While I am personally committed to saving and investing and I want to achieve high returns, I also am relentless in working to minimize risk as much as possible. As such, I have worked to try and uncover the best risk adjusted strategies possbile, with an expectation of competitive returns over a given market cycle. In essence, this is the Waugh Group Brand.