"We take care of you, and your money." Welcome and thank you for visiting my website! For those seeking a Financial Advisor, I have included a profile of my small boutique practice, information about my background and the backgrounds of my friend David and wife Doris; the people who work with me. Clients of my practice tap into a large volume of financial knowledge gathered from formal education, and a lifelong investment of time and resources in continual professional training, coupled with information absorbed during 40 years of public service and private employment all focusing on financial matters. My professional credentials assure you that I have the high level of expertise and significant financial acumen, available when needed to benefit you, my clients. Also the resources of a respected broker/dealer H. D. Vest Investment Services are available for clients. Every client is a partner participating in an established relationship with me, and I take pride in each client's financial success. Please allow me to welcome you as a client, so we can care for you and your money. |
