I knew Perry from my previous career and when I retired I selected him to manage my retirement accounts. Perry also helped me get started in trading individual stocks about the same time. Perry will listen to you, he will give you options based on your goals, needs and risk tolerance. Perry will then give you HONEST COMMON SENSE guidance as you make your decisions on how best proceed and will help make necessary adjustments as time goes on.

"Very comprehensive and personalized strategist combined with awesome customer service. “