Year joined H.G. Wellington: 1995
As a Senior Wealth Advisor with many years of investment experience, I have helped my clients to achieve their goal for growth and income with moderate risk. To accomplish this, I look for well-established companies with proven track records. I utilize numerous resources, which include some of Wall Street’s most highly regarded analysts, plus I do extensive macro and industry research to identify meaningful shifts in trends.
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Besides enjoying my family and my corgi, I enjoy tennis, golf, fly-fishing, and wing shooting. However, my greatest passion is for “Court Tennis”, the “Original Tennis”.