I began my career in 1982 with Oppenheimer & Co. in NYC. That Wall Street experience from 1982 to 1987 set the foundation for what is now over 40 years in the investment business. In 1990 I joined a money management firm in Wisconsin and managed large cap equity portfolios for individual investors and small institutional investors. In 2003 I returned to being a financial consultant for individual investors and that is what I do today. I believe my experience as well as my attentiveness to client needs puts me in a good position to provide excellent service.
I have a particular interest in cash flowing income investments that are not correlated with the volatility of the stock or bond markets and pay anticipated consistent dividends or interest. These types of investments can be a good complement to equity portfolios with mutual funds and ETFs.
Understanding my client’s goals and objectives is always my first step, and then we can discuss strategies that serve your best interest.