I have been working in the financial services industry since 1995. Through past ownership in successful retail chains, I have acquired insight and knowledge of business from the very basic. I focus on the financial and investment needs of high-net-worth individuals, trusts and foundations. My objectives reflect the professional characteristics exhibited by successful people and I stress a long-term approach to investment planning utilizing a unique asset allocation strategy. This process is a proprietary discipline that builds satisfying returns for my clients' portfolios. I am married with three adult children and I am an active member of the community, currently serving as a volunteer for a seniors charitable organization.