Who I Serve

I am passionate about serving clients that have a 401(k) at a previous employer and simply do not know all of their options.  I am here to educate just as much as I am here to help you manage your portfolio. 

I also serve small business owners that have employees that may benefit hugely over the course of their working careers by having a personalized retirement program, whether that is a Simple IRA at the employer level or a full 401(k) program.  I am passionate about educating the young employees on the potential power of compounding growth in the market over extended periods of time, especially the rates the equity markets have returned on a historical basis.

"I am here to educate just as much as I am
here to help you manage your portfolio." 

Diversification does not ensure a profit or protect against loss.