Our Firm

When I first had the idea to create my own advisory and investment firm, I had several top priorities in mind. The first was a commitment to excellent service. It was important that we have access to outstanding and relevant technology, but also to remain committed to knowing our clients on an individual basis, and returning all emails and phone calls promptly. Knowledge and experience are outstanding tools. However, like any tool, they lose some of their effectiveness if not utilized properly. Partnering with Harbour Investments has allowed us to offer the most up-to-date technology the industry has to offer while maintaining our focus on each individual relationship. 

With more than 28 years of experience in the securities industry, I have had the opportunity to weather difficult market environments and enjoy outstanding market environments with my clients. Experience has taught me to prepare for both. Each client, and each individual business, is unique. Goals and objectives are different for everyone, as is everyone's approach to risk. We build financial plans as unique as you are.