I started my career in the financial industry in 1980. For over 25 years, I worked in the treasury division at multiple international banks, with a focus on trading the global currency and interest rate markets. In 2008, I decided to take my knowledge of the financial markets and transition into wealth management.
Since 2008, I have worked with individuals, families and businesses utilizing plan-based discussions around your financial needs, short/long term objectives, time horizons and risk tolerance. By customizing a wealth management plan for you, we can maximize your potential for achieving your financial goals. I understand how hard you have worked to get where you are today. Your best interests are my primary objective. In today's economic climate, a sense of trust, respect and mutual understanding are essential to a strong financial relationship.