Investing is a business of trust, which can only be cultivated over a period of time. For me, the process begins with getting to know who my client is. I enjoy learning about each individual’s current situation, behavior toward investing, and tolerance for risk. I then apply a proactive approach in dealing with the constant changes in the investment world by providing periodic communication to help ensure a successful financial plan.
I joined Addison Avenue Investment Services in 2007. I advise clients in the following areas:
- Portfolio Management
- Income Planning
- Cash Flow Management
- Retirement Plan Reviews
- College Planning
- Wealth Accumulation Strategies
- Tax-Advantaged Investing
- And more
In my spare time, I enjoy gardening and sketching, and have an appreciation for automobiles and time pieces, both vintage and new. I also enjoy traveling and exploring the world with my wife and daughter.
If you, or someone you know, would like to know more about retirement strategies, or general financial planning, give me a call or email.
Qualifications: holds series 7, 63 and 65 securities licenses; life and health insurance licensed with variable endorsements. CA Insurance License #0E61332
Raymond James does not provide tax or accounting services.