I am a LICENSED INVESTMENT ADVISOR who provides complete securities advice to individuals and small businesses.
Additionally, I manage investment portfolios and offer financial planning services.
I work with individuals, families, and organizations, developing long-term relationships that span generations.
While I am well-known for my expertise in discretionary macro trading, I also have extensive experience and talents in model-driven and systematic investment approaches.
I believe that investment professionals must constantly innovate in order to compete in quickly changing markets.
As a result, I commit significant resources to research and development across a variety of strategies in order to broaden my advantage.
Ultimately, I aim to generate consistent returns for clients and proprietary capital by employing best-in-class research,
trading, and investment techniques. My career success as an investment adviser and broker stemmed from my desire to provide a service that was distinguished by a constant commitment to client objectives and guided by strong ethics and values.
I am committed to being a global leader in investment management and addressing the needs of today's dynamic financial markets with extensive expertise, discipline, and creativity.
I have gained over 11 years of solid expertise working with up to three widely recognized investment/brokerage firms in the United States, accumulating over fifty-two state licenses in the process.
Personal finance is my specialty. Whatever your financial situation may be, I've likely encountered it before. I bring expertise, exceptional care, and empathy to every consultation, delivering personalized services directly to you. I understand how challenging financial issues can be, especially when they affect your personal life. I understand, and I'm here to help.