Financial Consulting, with a Personal Touch

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About

Making & Meeting Goals

I start by documenting your goals and then compare them to your current portfolio. I use proven investment strategies designed to meet your risk tolerance and stand up against market volatility. And you can count on unbiased recommendations and impartial guidance based directly on your needs and goals.

Building Strong Futures

I’m passionate about helping both companies and individuals with diversifying portfolios, managing assets, analyzing market trends, and reducing financial risk. My goal? To safeguard the dreams you strived to achieve and the assets you have worked so hard to accumulate. I use proven investment strategies designed to meet your risk tolerance and hedge against market volatility.

About Me

Since 1985, I've been helping business and individuals safeguard their assets and plan for the retirement they want.  When I'm not working, I enjoy cooking, skiing, travel and time with family & friends. 

Contact Me

Request A Consultation

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Send me a message, and tell me more about your financial goals and needs. I will get back to you soon to schedule a consultation.

Sound Concepts

Sound Concepts 9200 NW 39th Ave., Ste. 130 Gainesville, FL 32606 US

(352) 283-2778

Hours

Monday - Friday: 9am - 5pm

Saturday: By appointment

Sunday: Closed