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Our Services

After 30 years of experience, my areas of specialization and passion include dynamic wealth management, portfolio structure, active portfolio management including short term and intermediate term trading, My investments of preference are listed and NASDAQ securities along with fixed income products. I work with most all accounts concentrating on individual accounts, small business and corporate accounts, qualified and non-qualified retirement plans. Securities are offered through Mutual Securities Inc., a registered Broker/Dealer Member FINRA, SIPC. 

  • Dynamic Wealth management
  • Investment management
  • Retirement strategies
  • Estate conservation