Financial planning, manage portfolios, apply an asset allocation strategy, maintain proper allocation through rebalancing, develop financial goals, understand risk tolerance and expected rate of return, create retirement plans, look for ways to reduce taxable income, provide access to many types of retirement accounts, understand insurance, mortgage refinancing, effective behavioral coach.

Started in the investment field in 1993. Many of my original clients are still with me. Moved to Florida in 2001. Have seen the highs and the lows of the market and have guided my clients through the volatility. My practice is based on outstanding service.