General Info

I take pride in offering our clients confidential, personal services in financial planning and retirement coaching. I don't believe in pressure. You want to talk, call us. You want to visit, set an appointment. If you are not in a position to come to visit our offices - we will happily visit you in a place of your choosing. Whether you choose to work with us or not we will give you the time and space to decide what is best for you. This is my 34th year in the financial services industry and my 25th year specializing in investment management. Our approach to investing is that of a "hands-on" money manager; performing our own securities investment selections from both domestic and foreign markets, and regularly culling the marketplace for new opportunities. Please call us today to discuss your needs. You may also visit our web site at for additional information. Intuitive Global Investment Management Is A Branch Office Of And Securities Are Offered Through WFG Investments, Inc.(WFG) Member FINRA & SIPC