As part owner of RSI, I am responsible for all aspects of portfolio management, as well as compliance and finance related issues. I am continuously researching and selecting managers and investments, while constructing diversified portfolios to match each individual client’s needs and risk tolerance. Proper research of investments requires a constant update of knowledge and of our current economic environment.With over 25 years experience in providing comprehensive financial planning services, my mission is to serve our clients and use my experience to impact the people who place their trust in us. It is a commitment that I honor with integrity, clarity and the desire to continually enhance our services.