Specialties
Recently, I was dealing with a plumber and I just had this unpleasant feeling that I was getting messed over. I just felt like he was putting his bottom line ahead of what I really needed. It is a horrible feeling, that feeling of being taken advantage of. So often I hear stories from people that feel the same way about people in the financial services industry. We are, after all, salespeople at the core so therefore we must be just angling for the bottom dollar. While the news is full of stories of the bad guys, most of us are just people like you. Maybe it's not professional or slick advertising, but I'm just a person who wants to treat my customers as I would like to be treated. I like to use my skills, knowledge, and 20 years of experience as an investment professional to help people.