The reasons for becoming a financial professional are deeply personal. I had a calling to be of service to something bigger than myself.  I repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. I wanted to create a financial practice that is designed to provide personalized service.  No robots or call centers here.  Whether you have $1,000 or $2,000,000, you will be treated with respect and compassion.  You deserve someone who will listen to your goals and dreams, and then tailor specific recommendations to help you pursue them.  After 20 years in the business, I have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. My promise is to always act in your best interest and treat you like family. 

1. Independent advisors are not tied to propriety products or given bonuses for any particular family of funds or investment products.

Whether you need help with financial planning, retirement planning, estate planning, tax gain/loss harvesting, or managing assets, independent advisors have the freedom to choose from a wide variety of investment options in order to tailor their advice to what’s best for you. I can utilize the most appropriate investments for you without regard for proprietary products, quotas or sales goals. 

2. A relationship that’s built on a high level of service, attentiveness and integrity.

To offer advice closely aligned with your goals, independent advisors build a strong understanding of your situation. As a result, I focus on building deep relationships with clients.  You will be treated like family as part of my practice. When you need something or life happens, you call me on a personal cell phone versus a national call center. The same goes for your loved ones should something happen to you. They will call me and I will help them through the next steps, offering guidance for them just as I do for you.

3. A fee structure that is simple and transparent.

My fee structure is based on a percentage of assets managed. This fee structure is simple, transparent, and easy to understand. I do this for one reason, my clients.  I want more of your hard earned money going to you.  There is a mutual incentive to grow your assets. Your success is my success. I also offer hourly consulting services for those who prefer to manage their own investments.

4. Broad, professional experience to support your complex financial needs.

I help my clients address the many complex investment needs that arise in preparation for retirement, accumulation of significant wealth and more. We focus on the immediate details as well as your long-term goals and dreams.