About Me

I am committed to providing excellent customer service, portfolio monitoring, and a tailored approach for each client, helping them address their financial goals. I am knowledgeable with asset allocation strategies, college planning, goals based planning, and retirement strategies. I provide my Clients with Oppenheimer research on individual stocks and market trends. Some of my specialties include assistance with IRA's Roth IRA's, SEP IRA's, and Rollovers from 401(k) and 403(b) plans, and Deferred Compensation Plans. I have an extensive background in mutual funds, common and preferred stocks, and separately managed accounts. Mutual funds I have used come from a variety of different investment firms. I am experienced with fixed-rate; index; and variable annuities