For Current News please click on the following links:

2010 Economic and Stock Market Outlook

Riverfront Investment Group Outlook 2010

The Weekly View  

Fixed Income Report

Market Notes

Investment Strategy Outlook

Welcome to my website!

I hope that you find this website helpful and informative.  I encourage you to browse through the different areas of expertise that we represent and see for yourself how I have helped clients manage their assets for over a decade and a half.

To access your account please use the link in the upper right hand corner.

Also, I am very appreciative when existing clients introduce friends, family, and business associates for an exploratory meeting.  I will do my utmost to meet your highest expectations.   I have included a way to share our website with people who want to learn more about our business or may be facing a life changing event, such as retirement, job change, or and estate issue by using the Send to a Friend link in the upper right hand corner.

My Practice
The value of a relationship arises from trust.  I earn the trust of clients by asking, listening and putting their interests first.  My practice is driven by the belief that comprehensive skills, deep expertise, integrity, and great service are the foundation to a successful long-term relationship. As part of a leading private wealth management firm, I strive to provide financial advisory services that exceed the expectations of individuals, families, and corporations. 

My Mission
My mission is to provide clients with a comprehensive level of wealth management services for all stops on life’s financial journey.  Mine is a highly personal business—one that requires an in-depth understanding of each client’s financial resources, risk tolerance, investment experience, tax situation, goals, family dynamic, and legal exposure. Often this entails working with a client’s other advisors, including attorneys and accountants. I respect the privacy of information you share. Starting with your goals and objectives, I offer comprehensive financial planning solutions.

My Vision 
My vision is to guide our clients through the many obstacles that occur on life’s financial journey so that they can spend their time and energy on what is most important to them.  By working with a select group of clients, we help ensure that we proactively advise our clients in all areas of their financial lives based on their unique set of goals, objectives and risk tolerance. With my systematic financial process, the financial decisions that I make on your behalf will be consistent with your goals.

My Process
My process focuses on the client first, beginning with a holistic approach with each relationship.  By implementing the following process, I will help ensure that all financial decisions we make on your behalf are consistent with your goals and risk tolerances.  Along with getting to know each other at the onset and development of our relationship, my process includes five steps:

1. Identify and prioritize your financial goals and objectives
2. Gather important information and set realistic expectations
3. Develop and present wealth management options
4. Mutual Commitment and Plan Implementation
5. Reconnection Meetings and Ongoing Monitoring