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.
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.
Senior Vice President, Portfolio Manager & Investment Advisor
Estate and Insurance Advisor
Senior Financial Planning Consultant
Senior Advisor, Estate Planning
Senior Investment Associate