When you invest with me, you can expect personalized service and professional guidance. Able to execute complex investment plans, yet personal enough to get to know you and your financial goals, I provide customized guidance and serve individual, corporate, and pension investors. By focusing on growth and income strategies, through Stifel, I can offer you financial products and services to help yo
u pursue your financial goals. As my client, you will receive the benefit of dealing with an experienced, committed broker who is knowledgeable in a full range of financial alternatives. I will help you structure strategies designed to help preserve capital, build assets, and potentially maximize income for personal, business, and retirement needs. I guide clients on fixed income and investment vehicles that are customized for their specific needs. I've been in the financial services industry since 1995 and have gained extensive experience. Currently, I live in San Diego with my wife and 3 daughters.
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