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.
The opportunity to be involved with our client’s lives, in a meaningful way, often, over many decades of time, provides a great deal of personal satisfaction to me. Helping our clients through the various stages of their lifetime—growing children, education, marriages, grandchildren, planning for retirement and then finally, vicariously enjoying that final phase with them is truly a marvelous way to spend a career!