Welcome!

Thank you for taking some time to learn about who I am and what I offer! Please give me a call or send me an email if you have any questions or would like to set up a meeting.

If you just need a PDF of my resume here it is

Overview

In addition to my traditional portfolio strategy development and investment advisory skills, I also gained valuable business, marketing and sales experience from a number of years with packaged goods, telecom and marketing companies. I also program in VB.NET and SQL to enhance existing software or create new software if a satisfactory solution isn't available.

I'm more than capable of leading an organization to happier, more profitable clients through the preparation of comprehensive customized financial plans, proven process implementation and communication strategies. 

I believe I am a resourceful, well-organized decision maker able to apply my skills and experience to new challenges quickly and with impact.