Our Qualifications

Qualifications included a unique blend of expertise by virtue of an earned Ph.D. and wide ranging experience in the financial services industry. Also, as an Adjunct Professor of Business I teach financial planning as a special service to the client while helping them work on their financial goals. "A very personal approach offered through consistent communication utilizing different media. I find this to be a great advantage to all clients, especially the family client whose need for a professional is overlooked by many in this industry!" -- Dr. Glaser