As an independent licensed investment professional and fiduciary, I have the freedom and flexibility to tailor your portfolio exactly to your needs and expectations to meet your financial life goals. 

I can also connect you with knowledgeable money managers who will fit your unique needs and desires – from growth investing, to meeting income needs to global investments and more. And, I connect you with money managers who I believe are the best of the best!

REQUEST A COMPLIMENTARY CONSULTATION

I work with clients all over the country and can manage your fund independently. You won’t find anyone more passionate about consistently delivering on clearly defined, realistic client expectations and results-oriented. I look forward to hearing from you soon. You can reach me at 330-329-4117