To contact this advisor or to receive more information, please call the phone number or visit the website listed above.

Frequently Asked Questions

Q.	What are your qualifications? What is your education background?

Q.	What is your approach to financial planning?

Q.	What services do you offer?

Q.	How many clients do you currently manage?

Q.	Will you be the only person working with me?

Q.	How are you compensated? How will I pay for your services?

Q.	If you are going to manage my account, will you obtain my permission every time you buy or sell something?

Q.	Do you offer any guaranteed results?

Q.	How much risk should I be willing to take?

Q.	What is your experience? How many clients do you currently manage?

Q.	What financial institution(s) do you represent?

Q.	Why should I choose you as my financial advisor?

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Q.	What are your qualifications? What is your education background?
Fully licensed in insurance and securities for 37 years.

Q.	What is your approach to financial planning?
Finding out what each persons goals and objectives are and helping them understand what is available in the market place to accomplish those goals and objectives.

Q.	What services do you offer?
Investments and Financial Planning

Q.	How many clients do you currently manage?
640

Q.	Will you be the only person working with me?
Yes

Q.	How are you compensated? How will I pay for your services?
Fee and/or commission.

Q.	If you are going to manage my account, will you obtain my permission every time you buy or sell something?
It depends on the services contracted for. In some cases yes in other cases we have discretionary authority.

Q.	Do you offer any guaranteed results?
We are not allowed to by rule.

Q.	How much risk should I be willing to take?
That is different to each investors. Some like to take very little or no risk others are willing to take reasonable risk.

Q.	What is your experience? How many clients do you currently manage?
37 years of experience and about 640 clients.

Q.	What financial institution(s) do you represent?
I am independent and able to represent almost any organization unless they area captive situation.

Q.	Why should I choose you as my financial advisor?
One that you feel comfortable with that you feel answers your questions straight forward. Most advisors have the same investments available to them. So it should be based on experience and your comfort level with them.