Team
How I Work
My reasons for becoming a financial professional are deeply personal.
After the passing of my grandmother in 1999 I was left a small inheritance. Aiming to employ these funds responsibly I sought out investment advice from a local investment professional. Approximately 18 months later my $1976 investment had a value of $818 resulting in a +/-58% loss. This experience was the catalyst for beginning my career.
After 24 years in this business, I have developed a reputation for educating individuals in an easy-to-understand manner. A common sense approach and careful consideration for each client remain core tenants of what I seek to bring to the table for each and every investment relationship.
