First Vice President - Investment Officer

Welcome to my website, 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 and more!

I am dedicated to helping 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 goals.

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 your visit will help you understand the opportunities and potential rewards that become available when you take a proactive approach to your personal financial situation.

I hope you take advantage of this resource and visit here often. Be sure to add my site to your list of "favorites" in your Internet browser. I frequently update information and I wouldn't want you to miss any developments in the area of personal finance.

 

As seen in Forbes - CT Best in Business: Calmer, Less Emotional Investing

Newsletter: Spotting Opportunity Amid Uncertainty