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Expert is a Certified Financial Planner who provides investment management as well as advice on a comprehensive scope of financial issues including retirement plans (i.e. 401k, SEP, Simple, etc.), estate planning (i.e. wills & trusts, etc.), insurance (i.e. life & health, etc.), employee benefits and tax planning.

Expert manages investments using a disciplined, rules based approach with an emphasis on risk management. He created three model portfolios that utilize a dynamic asset allocation strategy. The creation and maintenance of the investment models requires in-depth research and analysis on both macro and micro economic levels. The model portfolio serve as a framework for a type investor (growth, moderate, conservative) and it is then tailored to specific needs of each individual client. The portfolios provide clients a diverse investment mix across domestic equities, international equities, fixed income, real assets & currencies, alternative investments and cash. Using both fundamental and technical analysis, Expert employs a multi-directional investment strategy allowing him to shift investments according to the levels of risk demonstrated by the overall economic, market, and business cycles. The execution of the model portfolios includes direct investment in equities and fixed income instruments as well as an endowment style approach to real assets and alternative investments ot ensure clients receive optimal pricing and coverage.