DIRECTOR OF INVESTMENTS, CPA, CFP®
My wife and I provide food, clothing and education to a child overseas through a foundation that we sponsor, and have traveled to visit the child a few times
We support a medical research Institute
MY FINANCIAL SERVICES CAREER BEGAN IN 1982
I’ve dedicated my professional career to increasing my skills in portfolio management, investment analysis and trading. I am constantly cognizant of the importance of my work to the current and future lifestyle of our clients. I also understand that a certain level of responsibility and work ethic is necessary to get good results, and I diligently try to meet the high standards that I set for myself.
MY PRIVATE VISTA
As I look to my future, I see travel. Already, I’ve toured much of Europe and the Americas. I look forward to revisiting many of these places and adding more of the United States and some of Asia to my travel experiences. An enriched life for me also includes seeing my kids experiencing happy and fulfilling lives.