Skip Navigation LinksAbout-us

 ​

  
  • ​Registered Investment Adviser (RIA) since November 30th, 1999

 

  • ChFC (Chartered Financial Consultant) June, 2001

 

  • Level II candidate in the CFA Program through the CFA Institute 

 

  • Registered Representative - Equico Securities - June, 1986 to June, 1990

 

  • Registered Representative - Transamerica Financial Resources - June,1990 to January,1994

 

  • LPL - Investment Advisor Representative (IAR) - Feb. 1994 to November 1999

 

  • Member of Paladin Registry 2007 to present