I am an “Accredited
Investment Fiduciary”
Professionally Certified as demonstrating and serving as an Investment Fiduciary part of an elite group of accreditations recognized by FINRA. The purpose of the AIF® Designation is to assure that those responsible for managing or advising on investor assets have a fundamental understanding of the principles of fiduciary duty, the standards of conduct for acting as a fiduciary, and a process for carrying out fiduciary responsibility.
Let’s Collaborate
A Partner
in Your
Lifestyle Planning
Along with my team through Capital Investment Companies. I aim to partner with you in your Lifestyle journey up to and throughout Retirement. Our successful & measured process begins with our first commitment – to hear you & your unique needs & objectives. Listening first, with no pre-conceived objectives of our own, we can begin the journey together with clear understanding of the ideas you value most & the future you envision for your family and/or your business.
