I am blessed to have great clients! My client relationships are succesful because we share a mutual respect for each other. In addition, as a Series 65 Investment Advisor Representative, I have an obligation to the State as a Fiduciary to my clients. This means I must consider my clients best interests before my own, something that I feel is needed in the financial investment arena. With over 25 years managing numbers and working with clients from all walks of life, I can assure you that we will connect immediately, as I enjoy all people. We also do not discriminate based on amount of assets you hold, I work with clients with as little as $1,000 and more than $1,000,000. I look forward to working with you in the future!