I have 30 years experience in the financal services industry. Ideally, I help my clients maintain the desired balance of investment income, capital gains, and acceptable level of risk by using proper asset allocation. I leverage the use of stock, bonds, mutual funds, real estate investment trusts (REITs), options, futures, notes, and insurance products to meet the needs of my clients. I have a network of private lenders who can provide Commercial lending and Business financing for acquisition and growth opportunities.
