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Proactive Asset Management

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Based on comprehensive research, continual market evaluation and nearly 4 decades of management experience.

Focused on objective diversification, utilizing traditional and alternative investments to effectively manage risk.

Actively participates in growth-oriented assets when risk is low and reducing exposure to growth assets when risk is high.

Redeploys defensive assets back into growth opportunities when risk and valuations become more attractive.

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