Working With You
EXPERIENCE
I apply the breadth and depth of my knowledge and experience to your unique situation. As a Chicago Board Options Exchange and Chicago Board of Trade trader for about a decade before beginning a career as a Financial Advisor, I learned to balance volatility, patience and discipline on a minute-by-minute basis. Every day, I was engaged in identifying opportunities, conducting extensive research, setting up goals, and creating and managing a strategy.
Now, as a Wealth Manager for more than two decades, I still apply that rigorous discipline to each and every strategy I create for my clients. I never trust an opinion without doing my own research and I don't skimp on my homework.
I've also learned how to effectively manage uncertainty. As an Advisor, it is imperative to have both long- and mid-range views that allow us to invest with a broad and diversified approach. Whatever the strategy I adopt on your behalf, risk management and smart money management are a huge component.
I believe that in order to be a good teacher you have to be a good student as well. I am a strong proponent of the value of lifelong learning. It is crucial for me to be able to interpret the news, separate hype from reality, and make appropriate decisions based on this knowledge. Certainly, I rely on my three decades of experience, but I also put myself in the student role as often as possible reading a broad range of material in order to continually bring fresh knowledge and value to my clients.
As your Wealth Manager, I will regularly educate you on an array of financial options so you can be confident you are making informed, thoughtful investment choices.