Founder at Zenith Capital...financial advisory services & portfolio management to private individuals & business owners...authenticity & servant leadership in helping clients from all walks of life build wealth. MY STORY: I founded Zenith Capital on the premise that clients deserve and can aspire to a sophisticated approach in wealth management. This includes quality service that in the past may have been only available to high-net-worth individuals. As a fee-only advisor and fiduciary, I have an obligation to represent the interests of my clients first and foremost. MY VISION: My vision in starting my own full-service wealth management firm after working for so many years in large broker-dealers was to provide business owners and the individual investor with best-in-class guidance and disciplined execution. Today, I work with clients from all over the United States to facilitate achievement of their financial goals whether that be wealth accumulation or financial planning. My strength is my skill in portfolio management whether working with modest investors just starting out, more established clients with greater assets or wealthier individuals looking for a better experience. MY STRENGTH: I build portfolios that graduate and grow with each client as they evolve in their life while still providing a high level of service that is essential in good relationships. I enjoy working with clients, earning their trust, developing an understanding of what matters most and helping clients meet the financial challenges that come with every stage of life. For me, it's a privilege and an honor to be trusted by clients large and small. The common denominator is always the same--authenticity and honesty in working with clients and delivery of a quality experience regardless of the size of the assets under management. MY EXPERTISE: Fee-Only/Fiduciary | Investment Strategies | Investment Advisory Services | Wealth Management | Portfolio Management | Stock Selection