Investment advisor/Financial Planner with 23 years of experience. Mainly help families prepare for retirement and then create income streams for retirement living. Also establish and maintain retirement plans for corporations including 401k plans. The son of 2 educators, I've always enjoyed helping explain complex investing strategies so that families can benefit from my knowledge. We manage over $300 million and have a great knowledge of the concerns of the average investor and of the high
net worth investor.
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