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Our Services

After 30 years of experience, my areas of specialization and passion include dynamic wealth management, portfolio structure, active management of your investments including short term and intermediate term trading, My investments of preference are NASDAQ listed 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. 

  • Dynamic Wealth Management
  • Investment Management
  • Retirement Strategies
  • Estate Conservation