Financial Advisor since July 2001
Objectivity is central to my approach. Securities America is a full service investment firm. I have access to a wide range of investment programs and services. Because there is never pressure to recommend any particular investment, we can explore a broad array of investment vehicles and identify those that may best fit your situation. I help my clients with their financial planning, investment planning, and risk management.
My commitment to personalized service is rare in this digital age. My clients deserve a one-on-one service experience that is perfectly balanced with a progressive approach to managing a portfolio.
Clients thrive in an environment where their ideas and questions are heard. This promotes a client/adviser relationship that can stand the tests of time. By setting standards of open communication and trust, clients gain respect and appreciation for the process of planning for the future.