At age 17, I became an investor with my first stock purchase… 100 shares of Mattel (a trade I split 50/50 with a friend). The next three decades I have honed my investment craft via an investment club I cofounded, as a managing member of an investment group, and finally a portfolio manager for the past 20+ years. Today, my passion for building long-lasting investment portfolios is only matched by my desire to help clients plan for, exceed their financial goals, and most importantly, have a clear understanding throughout their wealth-building journey.