3445 Pelham Road,
I strive for patience, vision, and leadership. What this means is I engage clients in deep conversations about the intentions for their life and align those with a plan of action. I believe the real benefit an investment plan brings to you is the confidence, clarity, and peace of mind knowing you have a strategy that can bring you closer to your personal, family, and financial goals.
*ACHIEVING CLIENT EXCELLENCEThe Achieving Client Excellence Award (ACE) was granted by former broker-dealer Signator Investors, Inc. and the John Hancock family of companies. The ACE award is granted to the top 250 advisors each year based on total weighted premium from the sale of both proprietary and non-proprietary protection and wealth products. No other factors are considered. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.