Broker Check


The Way I Do Business

Commitment to Excellence

I am committed to providing top quality service and following the professional and ethical guidelines that will contribute to the success of our business relationship. I seek to avoid simple buy/sell transaction oriented relationships. As part of an Independent Registered Investment Advisor, we make recommendations that are based on the client`s best interest, without influences from quotas, special proprietary incentives or other promotional gimmicks. One of the primary reasons I went independent was to remove myself from this conflicted environment. The client must always come first, not the firm. Education, credentials, and experience are all critical ingredients in the development of a superior financial advisor. Look hard at an individuals background. It may save you money in the long run. I make the following added value pledge to you:


Place your interests first.
Respond to inquires quickly and efficiently.
Treat my clients with respect and courtesy.
Explain the rationale of my investment recommendations.
Help balance financial goals against risks tolerances.
Commit to the highest standard of integrity.
Seek to reinforce the trust placed in my continuing education.

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