Our Qualifications

With over 26 years experience, we specialize as a fee-based financial planning providing wealth management solutions for physicians, their families and employees. We help our clients achieve their financial goals by providing independent and objective investment advice based upon widely accepted Nobel Prize Winning strategies of the Modern Portfolio Theory.

We work with our clients evaluate, develop and implement prudent investment, funding and spending policies. Through our relationship with FSC Securities Corporation, we are able to gain access to many of the country's leading Money Managers, Mutual Funds and Insurance Providers to provide our client's high-quality cost-effective tax-advantaged solutions.

We are a proponent to the principles of Modern Portfolio Theory and asset allocation to help investors achieve diversification through more predictable returns and controlled portfolio risk.
We are dedicated to developing lasting relationships with all our clients. We believe in helping each person become confident in assessing his or her financial goals and participating in the financial management process.

One of the benefits of working with our firm is our ability to provide clear, easily understood explanations of financial products and services. The personal program that we can provide is a roadmap to working toward a more secure financial future. 

 *Investors should be aware that investing based upon strategies or models does not assure a profit or guarantee against loss. With any investment vehicle, past performance is not a guarantee of future results.