For more than 30 years, I have helped clients define and strive to meet their goals by delivering a vast array of resources to them. I guide clients in how they invest and help them achieve their goals. I enjoy working with clients to preserve and grow wealth. Specialties: Wealth Management Asset Management Retirement Planning Access to Lending Services Access to Trust Services Estate Planning Strategies Alternative Investments Corporations Financial Planning Specialist Series 7 - General Securities License Series 63 - Uniform State Exam Series 65 - Investment Advisory Agent Series 3 - National Commodity Futures Series 5 - Interest Rate Options Life, Health and Variable Annuities Licensed President's Council Smith Barney (2000-2007) 25 Year Loyal Service Award NMLS No. 1265333 