In April of 2000, having built up a foundation of clients consisting of professionals, business owners and retirees, I made the decision to abandon the life of proprietary products, quotas and sales pressures that were typical at the national brokerage firms, despite some lucrative offers to switch to another national firm. Passing up the significant financial incentives offered from other firms in order to begin my own firm was a very easy decision for me. Even now, all these years later, I continue to believe that serving my clients needs on an independent basis –like the way I can here as an independent advisor at LPL Financial - is the most prudent way to provide financial guidance. As independent professional advisors, we can offer you a personalized financial strategy, not a generic investment program like most firms and advisors tend to offer. Your individual plan will be based on your own unique situation, your attitudes, your preferences, your needs and your goals – NOT by a boiler plate questionnaire whose answers are fed to a computer program that can’t truly recognize the difference between you and someone else. Today, we focus on helping high net-worth families plan for both a secure financial future & to ultimately transfer their wealth to the next generation. We also work with our business owners on their company retirement plans with a focus on constantly meeting the owners ERISA fiduciary & compliance responsibilities (AKA keeping them out of trouble over their plan), while seeking to maximize employee participation.Throughout my 20 plus year career, I have always found great personal gratification in having helped many of my clients make the insightful financial decisions that have helped them down the path to financial success.• Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.•Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.