"I work with you one-on-one to develop a unique and intelligent investment strategy; partnering with you every step of the way"

discover the benefits of personalized investing today

As a steward of my client's wealth, I balance risk/reward potential and strive to deliver the best returns for the least amount of assumed risk. I provide personalized investment management, objective advice, and a high level of personal service. I specialize in investing for mid to high net-worth individuals, non-profit organizations, and private foundations. I can provide expertise in charitable giving, retirement planning, and overall wealth management planning.

To learn more about how I can grow and protect your wealth or for a complimentary review of your current investments please feel free to contact me at your convenience.

On July 1, 2007 Pacific International Securities Inc. became PI Financial Corp. This is our new website. For more information on our name change please refer to What's in a Name?