The Cycle of Investing
A Bucket Plan to Go with Your Bucket List
Keeping Good Records is Good Business
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
I have over 25 years of investing experience through many different markets. I pride myself in getting to know my clients the best that I can so that I am able to tailor make a specialized portfolio to suit their goals. I will keep in contact and keep you informed on how the market is doing and how that affects you.
I continue to educate and better myself so that I am able to bring that knowledge back to you and your investment needs. I graduated from Central Lakes College, Saint Cloud State University and Brian Tracy's Business Coaching Class in San Diego CA.
I understand that every person and situation is unique and requires a different approach. I do free portfolio reviews so that we are able to assess what those differences in your specific portfolio are and what the best options for you are.