Vice President, Investments
My primary focus is on helping clients achieve their financial goals. I encourage active client involvement in plan development and focus on managing risk adjusted expectations rather than chasing performance. You can count on me to offer practical solutions, explain complex issues, and to become your valued and trusted wealth management partner.
About our Broker/Dealer Partner Investment Professionals, Inc.: Founded in 1992, Investment Professionals, Inc. (IPI) is a full-service broker/dealer providing a broad range of investment products and services to individual and business clients. Our 20 year record of success is grounded in our ability to build the strong foundation of trust that drives mutually successful relationships. As a client, you will have access to IPI's full team of experts, including financial and retirement planning, insurance and annuities, stocks, fixed income, estate planning, and trust services. NO BANK GUARANTEE | NOT A DEPOSIT | NOT FDIC INSURED |NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | MAY LOSE VALUE. All Securities and Advisory Services offered through Investment Professionals, Inc. (IPI), a Registered Broker/Dealer & Registered Investment Advisor and member FINRA & SIPC. The investment services offered by IPI under the name Community Wealth Management are in no way affiliated with or offered by Community Savings Bank, nor is Community Savings Bank a registered broker/dealer. Customers working with Community Wealth Management will be dealing solely through IPI with respect to their investment, brokerage and securities transactions. IPI does not offer or provide legal or tax advice. Please consult your attorney and/or tax advisor for such services. The products offered by Investment Professionals, Inc. are not insured by the FDIC, the NCUA or any other agency of the government, are not deposits or other obligations for the bank or guaranteed by the bank and involve investment risks, including possible loss of principal amount invested.