Whatever your personal goals may be, I will work with you to develop a personalized financial approach designed to help you pursue what’s most important to you.I have been serving clients for over 35 years in the financial services industry and developing long-term financial advisory relationships that are unique to each client. It is my practice to promote a holistic and systematic approach to planning and investing consistent with each client's personal investment goals and risk/reward tolerance. Through Merrill Lynch, I work with a professional specialist team making it possible to provide a wide array of financial and investment services including; retirement planning, investment portfolio management, college planning, credit and lending (both residential mortgages & HELOC and commercial loans), insurance (life and long term care), estate planning service and practice solutions - a unique program specific to doctors, dentists and veterinarians. In conjunction with these services, I am also supported by top-rated analyst and research. My market niche is working with the auto industry and medical professionals (doctor, dental & veterinarian practices). I am open to accepting new clients at this time.