I have been in the financial services industry since 1969, and have seen a lot of bull and bear markets. My number 1 lesson during that time is NEVER INVEST IN THE STOCK MARKET WITHOUT A SAFETY NET IN PLACE. I am independent and am not tied to any one company so I am free to search for the truly best products for my clients.

I have received numerous awards in my career. Since I operate under a registered investment advisor we are not allowed to show testimonies. However, I can tell you that I used to work for a very large broker dealer who sent a questionnaire to random clients each year. They were asked questions such as: Does your advisor return calls promptly, is he knowledgeable  about financial products, does he give you complete disclosure and let you make decisions rather than trying to sell you something? How satisfied are you with your advisors service? I’m sure there are other questions that these clients were asked but we do not know what they were. The clients send this questionnaire into the home office without signing their name. It goes into a computer and approximately 14,000 advisors across the country get a score. The last time I had one of these done I received a 100% client satisfaction which put me in the top 1% of all advisors in this large company. This is what my clients think about me, not what I think about myself in my career.

Managed Money