Sound Income Strategies Team

Your Best Interests Will Always Come First

As a Retirement Income Source franchise firm, our team is comprised of some of the industry’s leading specialists in fixed-income investing and portfolio management through our affiliation with Sound Income Strategies (SIS). The team at SIS has the knowledge and resources to create a customized investment strategy designed to help maximize your interest and dividend return in all market conditions, while also helping to mitigate risk and capitalize on potential opportunities for strategic portfolio growth. Sound Income Strategies specializes in providing everyday investors like you with a personalized level of portfolio management typically only available to institutional investors.

Our Team of Trusted Financial Professionals

CFA®, CFP®, ChFC, CLU, Founder

Chief Operating Officer

Chief Investment Officer, CFA®

Co-Chief Compliance Officer, CFA®, CFP®

Chief Compliance Officer

Director of Market Development

Get Your Retirement Planning Questions Answered

We Are Here to Help

Schedule a complimentary 15-minute call with one of our advisors.

You can also call us directly at (954) 833-1180