7 West Square Lake Road
Providing Investment Guidance for Clients Since 1980.
I strive to help you build confidence in your financial future:
To help you feel a deeper sense of involvement with your money
To provide personal advice and counsel
To be responsive and readily available
To nurture a long-term relationship with you founded on transparency, accountability, and 35 years of experience.
We start with a conversation to discuss your dreams and goals with a fresh perspective. After becoming familiar with your current investments and the reasoning which led to them, I will create specific recommendations if needed. This advice is just part of your relationship with me; it’s offered at no additional cost. Although my recommendations may result in trade commissions or other fees, charges, or expenses, all such costs are openly discussed with you. If you prefer, I can also work with you in an advisory capacity where I provide financial planning or asset management services on a fee basis.
I promise to answer all your questions honestly, openly, and completely. It is important to me that we create a relationship built on trust and the belief that the best outcomes in life come from being fully engaged.
We create financial strategies tailored to your goals.
Years of experience have prepared us to guide you through life's transitions.
We believe values matter, and we live by ours every day.
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.
Whether you're facing retirement – or looking to better understand certain investment ideas – we can help you address your most-pressing financial questions.