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Skip has over 37 years of experience working with owners of privately held businesses and affluent individuals. Providing expertise in investment planning and management, Skip understands how changes in the economy affect investors and their portfolio management needs. Skip is recognized in the investment community for his well-considered and practical approach to providing investment advice.
My contentment and peace of mine with a life well lived plus the wonderful long-term client relationships I have (25-40 years with friends/clients).
My favorite quote captures this: “Live life to the fullest each and every day. This is NOT a dress rehearsal!” Thus, laugh a lot, big hugs to your loved ones, and be kind to all.
I enjoy physical activity—golf, hiking and bicycling. Also, spending quality time with my wife, two daughters, and our 6 grandchildren!