Mission Statement

My mission is to empower and inspire individuals and organizations to maximize their potential and achieve their goals by providing the highest quality, personalized investment services as well as facilitating cutting-edge corporate/community forums and workshops.

Biography

Hi. Thank you for visiting my web site. I was born and raised in Portland, Oregon the youngest of three sons. After attending the University of Oregon and graduating from Portland State University, majoring in business and psychology, I moved to California. The events of the 60’s and 70’s (assassinations, war, poverty, etc) moved me to want to make a difference, to improve the quality of life for all people. To that end, I began a career in financial services to assist my clients in achieving their financial goals. In 1983 I joined Morgan Stanley (formerly Dean Witter). I continue providing high quality investments and services to my clients as an independent investment consultant through Wedbush Morgan Securities, Inc.
Building on my desire to enhance peoples’ lives, I have combined my life and career experiences to provide unique and effective personal coaching to inspire individuals to get in action, achieving their goals in record time. In addition, I participate in various community service organizations, enjoy riding my bike, playing golf, politics, yoga and quiet evenings with friends.
Not willing to limit myself to improving my clients financial health, I began providing Venting Events in 1997 to give participants an opportunity to express their views, concerns and solutions to the issues of the day, thus contributing to making the world a better place. Venting Events, AcknowledgementPLUS workshops and Speak Out America forums are now available in your community, organization, corporation and association.
For further information about fees, availability, contact: in**@ba*************.com or phone me directly at 310-394-8368.