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Our Mission Statement

Webster’s dictionary defines Recon or Reconnaissance as:

  • preliminary surveying or research.
  • "conducting client reconnaissance"

That’s what we do at Recon Investment Strategies, we do the research and legwork on finding the appropriate investments for our clients

.I founded my firm in 2005 and named it Recon Investment Strategies in honor of a dear friend who served in the military as a Recon Marine. While I did not serve, I am in total debt and gratitude to the men and women, including my father who did serve. 

At our firm, our mission is simple: To learn more about you, understand your needs, wants, and goals, and help you identify the personal finance strategies that may improve your lifestyle today and provide the foundation for a sound retirement in the years ahead.

We understand today’s financial environment. We understand that individuals face unique challenges as they prepare for retirement. And we can help take the mystery out of preparing for today and tomorrow.

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.