Senior Vice President, Complex Director
CurrentI take a comprehensive approach to making financial recommendations, concentrating on my clients' short and long-term financial objectives. This strategic approach to financial services allows me, with the assistance of my equally dedicated sales assistant, Richard Scamorza, to react to changes in market conditions and changes to investment objectives or life goals, in a timely and effective manner. I am also a strong believer in investor education, and this is reflected in my client service philosophy. I make myself available to my clients at a moments notice, and believe my role is to guide my client through the often complicated and stressful investment process.