Welcome

Welcome to my Website. My clients trust that I will be available to answer their questions, with their best financial interests in mind. I am a fee-only investment advisor with over 40 years of mutual fund investing experience.

Much of my practice is the result of referrals from other clients, from CPAs, and from persons who share my interest in volunteer work. I look forward to assisting you with investment counseling and management.

Please take a look around the Website, and if I can be of assistance, don't hesitate to send me an email.

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