Managing Director and Founder at
Diversified Investment Strategies, LLC
Years of Experience
43 years
Number of Clients
286
Average Client Size
$300,000
Member Since
2025
As fiduciaries, we act solely in our clients' best interests. Independent and unbiased, we provide strategies to reduce taxes and maximize growth — not just manage investments.Our
Our clients are typically individuals at or near retirement who are not only looking for predictable income, but also seeking protection from key risks such as market volatility, rising taxes, inflation, and healthcare costs. Closely working with you, we develop a personalized strategy to provide long-term peace of mind—ensuring your plan can thrive even during periods of uncertainity.
Click to learn more
Click to learn more
BS in Business with emphasis on marketing
Obtained in 1981
Managing Director and Founder
1984 - 2025
Securities and Investments through LPL Financial, LLC Member FINRA/SIPC
AdvisorFinder ("AF") receives cash compensation from financial advisors in exchange for contact inquiries. AF is not an advisory client of any of the advisors it refers you to. AF has a conflict of interest because it has a financial incentive to refer you first to its paying customers (please click here for details). AF search results are conferred based on standardized and automated factors.