Retirement planning advice. This includes investing for retirement, retirement income, portfolio management and estate planning. I will answer any and all questions you may have on this topic.
Training & Qualifications
I have over 30 years of experience in the financial services industry as a Registered Investment Adviser. I have worked for large brokerage firms and have been independent since 1998. I manage investment portfolios of all sizes and can help you successfully navigate today's financial jungle. I assist individuals from all walks of life with their financial goals and well being.