Our Approach


“You win more games with base hits.  If you swing for the fences,
you will strike out more often than not.”



Taking a conservative, value-based investing approach, we strive to mitigate risk by seeking out lower-risk investment opportunities, including fixed income and money market accounts, to help protect you from inflation over time.  We also seek out stocks that we believe are currently undervalued by the markets, but that we expect will bounce back due to their historically strong fundamentals.

Do you prefer a commission-based or fee-based account?

Either way, our recommendations are driven by your investment needs.  Our high-touch and high-service office atmosphere aims to provide you confidence that you will receive guidance throughout your lifetime as well as the lives of future generations.