Who Am I Beyond the Numbers and Charts?

• Early Career: I started in customer service, quickly moving up to handle investments between $250,000 to $1 million, gaining a solid foundation in mutual funds and investment strategies.

• Active Trading Team: I sharpened my skills in a high-stakes trading environment, mastering the art of quick, informed trading decisions, understanding margin rules, regulatory restrictions, and options strategies.

• Current Role: Now at a premier firm, I manage a portfolio for over 300 clients with assets over $1 million, totaling over $600 million, focusing on diverse investment strategies and client growth.

My Professional Path

Personalized Investment Consulting

• Client-Centric Approach: I focus on understanding your unique goals to create personalized investment plans. We'll explore the best financial products for you and discuss how to balance risks.

• Expertise in Action: My experience covers a range of financial needs – from developing income strategies and managing market downturns to planning retirement income and optimizing cash management.

”Every day, they strive to improve their service to the clients by developing the right blend of technology and creativity to make sure every job done is done as efficiently as possible.”

- Joyce Gould

”Every day, they strive to improve their service to the clients by developing the right blend of technology and creativity to make sure every job done is done as efficiently as possible.”

- Sharon Roddy

Trust in Our Partnership

• Engaging with Clients: I prioritize your investment goals and concerns, building a foundation of trust and open communication.

• Proven Success: My clients' satisfaction and trust are reflected in the growth of my business, largely driven by referrals.