As a Financial Advisor, I help small closely held companies, high net worth individuals, and families grow their assets for the long term. I take this mission very seriously and work closely with my clients and their advisors in order to recommend the appropriate products and services to help achieve their unique goals. With over 35 years of experience, I have the skills, knowledge and experience to match your investment portfolio with your risk tolerance, time horizon and investment objectives, while also suggesting alternatives to help protect your assets. My services cover: * Retirement Planning * ESOP planning * Estate planning strategies * Risk Management * Insurance Needs * Investment Planning * Funding for a Major Purpose * Current Net Worth and Cashflow Statements Knowing that the work I have done with my clients has resulted in a positive life changing experience.