I’m a Chartered Financial Analyst (CFA) with 28 years of experience, and I absolutely love what I do. I love to create wealth for people, and I hate to see them taken advantage of. That is why I started this firm—to help people secure their futures. I hope that some of the insights below will be of help to you.
y love of the investment field led me to pursue extensive training and experience across the full spectrum of investment opportunities. This professional background enables the OnCenter team to deliver premier investment management services to our clients.
Throughout my career, I have studied the practices and philosophies of many outstanding investors. There are a handful that have deeply inspired me, such as Ben Graham (former professor at Columbia Business School), Warren Buffet (CEO of Berkshire Hathaway), David Swenson (former CIO of the Yale Endowment), and John Bogle (Founder of Vanguard Investments).
In addition to great investment track records, these investing legends all have something else in common: an unshakeable, uncompromising sense of ethics. This was the model on which I founded OnCenter.
Our retirement planning and investment advisory process, therefore, was designed to be extremely effective but surprisingly simple—no tricks or fancy jargon, just results and honest advice. We always treat our clients’ money as if it were our own. Investment decisions are always made with great care, diligence, research and focus on minimizing fees and future tax liabilities.
There is only one goal—to maximize our clients’ wealth.