Transparent performance-based financial guidance. In our business, EXPERIENCE MATTERS. I spent over 20 years of my career at the epicenter of it all, on Wall Street across from the New York Stock Exchange. Much of my experience and knowledge comes from mentoring with the brightest and most progressive minds in the business. Over the years, I’ve achieved Senior Vice President and top producer recognition. I have been in practice for 23 years with an unblemished record while serving clients across the country and around the world. I joined the industry in 1995 as an apprentice and earned my license in 1997. Continued education and growth is an essential part of what I bring to my valued clients. I am a student of investing. It is what interests me and what drives the passion for what I do daily.I’ve seen quite a few market cycles during my career. My skills have been honed through the dotcom, terrorist attacks of September 11 and the 2008 recession. I’ve learned that with the right approach, there is a way to grow through both the ups and downs.Through clear and consistent communication, I am understanding each day what is important to my clients and crafting individual portfolios that aligns with their goals. Communication is essential for ongoing success. I make it a point to communicate with my clients on a consistent basis. They know that I am available to them 24/7. That is why most of the people that are referred to me start with a modest investment. Within 12 months, we’ve expanded the work that we do together and they’ve become a client for life.Please treat me as a resource. Contact me if you have any general questions about retirement planning or investment strategy.