Growing up in a small town north of Boston, Haverhill Massachusetts, on the New Hampshire border, I came to Dallas to start my career. Starting at Paine Webber downtown Dallas in 1980.

In the early 80's moving to Schneider, Burnett& Hickman downtown which became Thomson McKinnon.

The late 80's I went to Eppler, Guerin, & Turner (EGT) which had been acquired by Principal Financial. I opened an independent office with Raymond James Financial Services, Inc. in 1996 and have been there ever since. This is a great firm for both myself & my clients.

What's your risk tolerance?