Welcome to my Web site, where you'll find a wealth of information
about my capabilities and how I can help you reach your financial
goals. In addition, my site offers a wide variety of useful
information, including calculators, articles, a portfolio tracker,
I hope your visit will help you understand the opportunities
that may become available when you take
a proactive approach to your personal financial situation.
I created this Web site to help you gain a better understanding
of the financial concepts behind investing, retirement, estate
planning, and wealth preservation. Most importantly, I hope
you see the value of working with me to pursue your financial
I'm here to help educate you about the basic concepts of investment
planning, to help you learn more about who we are, and to
give you fast, easy access to market performance and data.
I hope you take advantage of this resource and visit me
often. Be sure to add my site to your list of "favorites"
in your Internet browser. I frequently update my information
and I wouldn't want you to miss any developments in the area
of personal finance.