"Each investor needs a unique plan. One size doesn't fit all"

- Steve Fox

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With over 36 years of experience in the field, I've traveled the back roads, main roads, and sidewalks of personal finance. Throughout the years, I've honed my skills and understanding, identifying what works best for my clients. Now, as part of the Lucent Elm team, I bring my calculated know-how to enhance and leverage the already robust strategies in our arsenal. Dealing with finances is like embarking on an expedition, requiring unwavering determination and a positive mindset to reach your desired destination. My ultimate goal for all my clients is to expertly guide them on this journey while ensuring a positive experience along the way.

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I firmly believe that each investor brings a unique profile to the investment process. For me, it's about helping each individual clarify their investment goals, draw from their previous experiences, and navigate market volatility and constant breaking news. With my thirty-nine years of experience navigating numerous volatile markets, I can present a strategy that aligns with the client's objectives. But it doesn't stop there; the process is ongoing as we diligently monitor their portfolio and analyze its effectiveness in helping the client achieve their goals. Working together, we can adapt and refine the strategy as needed, always staying focused on the path to success.