At our firm, we have the client—and only the client—in mind.
My mission is to get to know and understand your needs, wants, and long-term goals. I want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.
I understand the challenges families face today.
From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. My commitment is to utilize all of our resources to help you pursue your goals.
My practice is client driven, as opposed to product driven. What this means is that the needs of the client dictate the strategies that we develop together. Often our work together will result in a few strategies to choose from. I try to provide objective analysis of each strategy to help you make a decision that suits you best. In most cases our engagement lasts for a long period of time, as opposed to a one-time purchase of a financial product.