I am an independent financial professional who has been serving a select group of families and business owners with all their financial needs since 1983. I offer Rigorous, Relentless Discipline in order to deliver a higher degree of predictability for clients.

Let me help you implement a strategy for reducing risk.

The purpose of this site is to provide information regarding our services. You can also access your accounts, make appointments with us, obtain current information about the stock markets, and look up quotes and view useful resources.

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Index Time Last Change
DJI N/A 18,570.85 53.62 Up Arrow
NASDAQ N/A 5,100.16 26.26 Up Arrow
S&P N/A 2,175.03 9.86 Up Arrow
10Yr Treasury N/A 1.57 0.01 Up Arrow
30Yr Treasury N/A 2.29 -0.01 Down Arrow
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Caring for Your Aging Parents: Learn how to help your parents maintain their independence as they get older.

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Last Updated: 07/18/16


 

 

 

 

 

 

 

 

 

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