The Team

Our Wealth Management Team & Value Proposition

I am an experienced, trusted Wealth Advisor with more than 30 years of service in the Investment Industry.  I am accredited with the Chartered Financial Analyst (CFA) designation, which is recognized globally as a sign of knowledge, skill, integrity and professional excellence.

Our team has a strong commitment to provide the highest level of service.

Sabrina, my client service specialist, will exceed your expectations.

We provide a written Service Agreement to all clients and honor our commitments.

Value Proposition

We help our clients navigate through every critical event in their life; from those they plan to happen to those they pray will never happen.