"Let's Talk"

I help my clients bring their business, personal, and financial goals into focus and then recommend actions to meet those goals. Working exclusively with owners of privately held businesses, corporate executives, and high net worth individuals, I service the asset planning and estate/business succession needs of our clients. I dedicate the full complement of my  extensive experience and resources to provide recommendations geared specifically toward the accomplishment of my clients’ objectives. Above all, I value my clients’ trust.



  • A Steady Strategy

    Dollar-cost averaging can be an effective way to accumulate shares without focusing on market movements.

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Market Watch

Last Closing Prices

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 26,559.54 +0.42%
NYSE Composite 12,922.71 +0.12%
AMEX Composite 2,588.21 -0.41%

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