I've been in the financial services business almost 40 years, including running my own company before merging with Quantum. I love helping people, businesses and organizations create, manage and utilize their wealth. For many years I managed mutual funds and attained 5-star status. In addition I am a writer and speaker, creating materials and offering educational and inspirational opportunities for businesses, churches and organizations. I am an award-winning author, have written articles and been quoted in publications, and appeared on TV.At QFA our goals are simple:Help our Clients achieve their goals and dreams.Increase Assets Under Management.Add Partners.Help other entrepreneurs and businesses achieve their goals.Encourage and inspire.Have Fun Doing It.If you think we might be able to help you or if you think you can help us accomplish these, let's talk. Check out our company profile for more.QFA Specialties: Designing and managing investment portfolios for individuals, families, trusts, foundations and businesses. ETF Portfolios. Mutual Funds. Stocks & Bonds. Options Strategies. Financial Planning. Speaking and motivating others to fulfill their talents and callings. Consultation on private equity and placements for accredited investors, including real estate. Investment advisory and management services are on a fee only basis. Financial planning is usually a value-added service for investment management clients.