Mission Statement

My mission is to help my clients move closer toward their goals through professional investment managment.

I am committed to maintaining the highest standards of integrity and professionalism in my client relationships.

I am an Independent Investment Advisor.  I operate strictly as a Fiduciary.  My only obligation is to the highest and best interests of my clients.  I do not sell commissioned compensated insurance, annuities or investments.

I endeavor to understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.

My investment decisions are based on my own analysis of trends in the broad markets and their various segments.  I track and analyze over 200 different Exchange Traded Funds (ETF's). 

I build my portfolios by blending ongoing market analysis with individual client needs, expectations and risk tolerance.