I have more than 15 years of experience in the financial arena, spanning positions in both traditional investment firms and major banking establishments.  In 1992 I began working at Merrill Lynch in Stamford, CT, and then moved on to become Trust Officer with a local bank in Ridgefield, CT.  Most recently I served as 1st Vice President with Wachovia Bank in Connecticut and recently in Naples, Florida.

Thus, I have experienced both the traditional investment house and the banking establishment approaches to managing money and investing for their customers.  I have also watched wild fluctuations in the economy and the markets over the years, which led me to take a conservative approach on behalf of my clients, because it yields greater overall, long-range returns.

I am a Registered Investment Advisor and fully licensed with the NASD.   My company, Dise Wealth Management, Inc., based in Naples, Florida, is certified, licensed and fully insured.

My first priority is to protect and grow your money so you can achieve your goals of financial security.  Nothing gives me greater satisfaction than to see a client family reach the goals they set out to achieve, or be able to do things they formerly thought they couldn’t do.

I offer a solely fee-based financial planning service, and have no stake in any packages or particular products.  I do not work for anyone but myself, which means that no one with any kind of vested interest can influence me when it comes to recommending investments that fit your unique needs and circumstances.

With Dise Wealth Management, Inc. as your advisor, you will never own any investment that you can’t move or take with you elsewhere.  Though we hope our clients stay with us for life, we do not charge exit fees or liquidation charges, and you will never own any proprietary investment product that has restrictions placed upon it.

It’s important to me that my client families truly understand where their money is, and why it is there.  You should be able tell someone within 45 seconds exactly where your investments are right now, and why.  After all, it’s your money, and your future!

I won’t only present you with investment options and recommendations.  You will also be able to study the research I performed on your behalf and my sound reasoning for making the investment recommendations I bring to you.

Your relationship with your financial advisor should be a personal bond, based on trust and confidence.  You should feel that you can pick up the phone any time of the day or night and call your advisor if you have a question or concern.  You should feel as comfortable with your financial advisor as if he or she were a member of your immediate family.

That’s the type of relationship I have with my client families.  That’s the type of relationship I want to have with you.  I talk or visit with every one of my client families a minimum of once a month to check in on their situations and to provide an opportunity for them to ask any questions that may be on their minds.

On the personal side, I am a believer in “family first,” and am involved on a daily basis with my children and their educations, currently serving on the Board of Directors of St. Elizabeth Seton School and on the board of Saint John Neumann High School.  I am involved in both church and local civic activities, and I believe it is my duty to give back to my community.