I became an Independent Financial Advisor to allow a more personal approach to my client's investment needs. I help with any financial goal a household or a business may need. My firm consists of only 3 advisors with a combined total of 70 years of portfolio management experience.
Describe How You Would Like To Be Introduced Via Email
I like people to not be overwhelmed at the thought of talking to a pushy salesman. I try to treat potential clients like I would want to be treated. Please refer them to me with an understanding that I would provide the best possible advice even if they decided not to become a client.