Bringing
calm and confidence
to investors.

“Ted is the consummate professional. He is always well prepared, informed and very intentional in his approach and delivery. I find him to be a strong communicator who strives to ensure understanding while exercising thoughtfulness and care for those he is communicating with.”

“Ted’s intelligence lies in his ability to take the knowledge he has accumulated, put into a practical application and perhaps more importantly educate those of us less familiar with the investment world. He has the rare capacity to take a complex concept and explain it in a clear understandable way. This demonstrates not only a degree of humility and respect for self and others, but genuine intelligence.”

“Ted is a very caring person who is interested in other people and their story. Not only is he interested, he is willing to help. We have experienced this firsthand in numerous situations. He always offers his time and finds the necessary resources.”

“Ted’s expertise in financial decisions made on our behalf are not challenged. Our entire financial portfolio is entrusted to his care. If he made an egregious mistake, we could be penniless and our life’s work and savings could vanish.”