Why Choose Us

The reason why clients choose me is my unique characteristic to think outside the box. Being in financial services, most advisors follow cookie cutter portfolios and never deviate from the norm. That is not me, nor is it how I run my practice. I am always looking for ways to put a square peg in a round hole. For over 30 years clients like the creativity that I bring to the table because my concepts and ideas are different. In addition, I am moderately conservative in my approach. Most advisors that try to be creative are very aggressive, that is not my style. I go through my ideas with my clients first before implementing anything. At the end of the day it is never my decision as to what to do, it is the clients. I offer solutions that will help my clients avoid financial failure.

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