Investment Professional
CurrentHe is the founder and visionary of a firm which is strongly focused on providing financial services to individuals, families, not-for-profit and profit seeking businesses. His service model focuses on maximizing returns for clients. For each client a comprehensive process of determining individual goals, needs, and wishes results in customized and tailored strategies. Additionally he has successfully implemented strategies to increase current income, to protect individual and family wealth for tomorrow’s needs, and to create multi-generational funding for realizing long-term goals.Business owners have been able to manage the risk in their balance sheets, protect the enterprise from sudden financial shocks and cushion their invested capital from financial stress.His personal investing experience is comprehensive and extends over more than 50 years. Highly accomplished in multiple fields, he offers a depth of understanding and breadth of solutions to every client engagement.Securities offered through Cetera Financial Specialists LLC, member FINRA/SIPC. 4149 Alabama Ave SE Washington DC, 20019