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.