Broker Check

Wealth Management Platform Strategists

Your Future

Our policy is to review your current portfolio or establish a new one for you.  We discuss and identify your risk tolerance in an effort to carefully help you select the appropriate strategist that aligns with your goals and objectives.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Below you will find information on some of our managers:

WMP Client Brochure

Strategist Fact Sheet

American Funds


Risk Tolerance Questionnaire

PMC Active Core


PMC Moderate

PMC Models