I am Co-Founder and Managing Director of Ibex Wealth Advisors, LLC with over 25 years of professional experience in the financial services industry. I design fee-based investment portfolios with a bias towards dividends and other income producing securities. I am steadfast in my discipline of conservative money management and welcome the responsibility provided by each and every one of my clients.I began my career in 1985 with G.K. Scott, an investment bank where I earned my CFP® (CERTIFIED FINANCIAL PLANNER ™ Professional) credentials. In 1987, I went on to Growth Planning Inc., a boutique financial planning firm. In 1999, I joined LPL Financial, providing clients professional research and personalized guidance.More recently, I have felt it was time to differentiate my business from other financial advisors, given my comprehensive approach towards wealth management and investment portfolio construction. With IBEX Wealth Advisors, I am proud to form an alliance with other like-minded advisors who see the value in forming long-term relationships with their clients. Visit our website – http://www.ibexwealth.comI hold the Series 7, 24 and 63 securities licenses with LPL Financial.Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Investment advice offered through IBEX Wealth Advisors, a registered investment advisor and separate entity from LPL Financial.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.