Thirty + years experience in the financial industry. 18 years as an institutional bond trader including 14 years trading on Wall Street. In 1999 I transitioned to private client business using my knowledge gained over the first 18 years of my career to provide service built on experience. The past years have been focused on private client and business owner planning. Our team concentrates on providing pre-retirement planning for small business owners and corporate executives. We believe in planning, risk management and service. 