My life has been dedicated to learning and operating financial principles.  I purchased my first market security at age 15, and watched it soar to great heights and then fall to insignificance.  I have learned a lot since that initial voyage, and invest now on a basic system of principles that I have proven over time to be very secure.  

I enjoy discussions on Finance and Philosophy, and readily offer my advice on such with my clients, as well as my 8 adult children.  While I have a strong base in my 20 year career at this financial planning desk, and 20 additional years in the business world, I am always open to a fresh view from a different perspective, and find myself learning, every day.  I spend a great deal of time reading, primarily for learning, but also for enjoyment, though that ends up being learning as well.

I look forward to every conversation, and pledge to bring my best self to every relationship, to build a better world.