I have been working in the securities field for almost two decades and enjoy helping people with their day to day needs regarding their investment accounts, IRA’s and/or Trust accounts. I take everyone's individual situation into account and excel in being able to quickly react to our clients' needs because I believe it is important to find the correct information and follow up in timely manner.
When it comes to finding the correct answer to a question you may have, you can be assured that I will research it and find the correct answer.