Our approach to investing has always been to provide our clients with comprehensive financial planning. By identifying clients' financial objectives and devising plans to meet them, our goal is to help people send their children to college, build personal wealth and retire comfortably. For more information on how we can assist you with planning for a secure financial future, please contact us.

In addition to assisting our clients with identifying goals and providing roadmaps for accomplishing them, I have special expertise in establishing employer retirement plans, educating small and large groups in basic financial planning, and in estate valuation and division. I am particularly interested in "green", or socially conscious, investing, as well as in the realm of investing in alternative energy.

Alternative investments involve specific risks that may be greater than those associated with traditional investments and may be offered only to clients who meet specific suitability requirements, including minimum net worth tests.