Mission Statement

My mission is to help my clients move closer toward their goals through professional investment management.  My process is focused on Technical Analysis to understand current market conditions, identify growth opportunities and manage risk.

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 commission compensated insurance, annuities or investments.

I endeavor to understand your financial situation and provide you with only the highest quality services 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 a wide range of stocks and Exchange Traded Funds (ETF's). 

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