My job doesn’t end when the markets close, or when the office does. I know you need a Financial Advisor who understands your needs and is willing to work tirelessly to ensure you have an appropriate and suitable plan in place; that’s precisely what I strive for. You work hard for your assets; expect no less from me.
My mission is to maintain the highest standards of integrity and professionalism in my relationships with my clients. I endeavor to know and understand your financial needs and provide you with the highest quality services, and suitable investments to help you pursue your financial goals. Through Summit Brokerage Services, I offer you a wide range of investment opportunities, including stocks, bonds, unit investment trusts (UITs), mutual funds, Certificates of Deposit (CD’s), fixed and variable annuities and life insurance. Summit also offer an array of investment services such as financial planning, asset management, IRA's, 401(K)'s, and asset allocation.
Our Minimum standard is excellence.