I have been working with individuals and businesses in the area for over 25 years.

My firm is able to manage investment portfolios for clients in (13) states: Arizona, Arkansas, Colorado, Florida, Illinois, Kansas, Maryland, Mississippi, Missouri, Nevada, Oklahoma, Texas, and Virginia .

As an Investment Advisor Representative clients have the choice of using my expertise on a transaction or on a fee based basis.

My client development relationship is now supporting a second generation clients base. A factor I am proud of and simultaneously dismayed at the evidence of the aging process. (smile).

My firm is working ahead of the "client service curve". In addition to face to face meetings, we are bringing personalized investment management to the client, by using techno-mobile investment software.

Techno-mobile investment software creates a stronger fiduciary firewall for employers when employees assume stronger responsibility for portfolio management.