My goal is to generate investment returns for clients within the risk parameters established by them and that consistently exceeds appropriate benchmarks. I work hard to earn my client’s trust on a daily basis through delivering exceptional service, clear and constant communication and investment returns that exceed expectations. I have grown up in the industry watching and learning from my father. I am dedicated to my clients and always have their best interest at the forefront of every decision made on their behalf. I am confident and pleased in not only what I have delivered thus far; but, on what will yet be done.Specialties: Defined Contribution and Defined Benefit plans,Mutual Fund research, Individual Stock research, Wealth Management, Retirement Planning