I am prepared to be your primary financial resource on your journey.  I am firmly committed to helping you plot your course based upon integrity, honesty, and periodic communication with you.  My consultative process involves:

• Providing experience and knowledge regarding your individual needs
• Offering investment strategies focused on your current circumstances, risk tolerance, and short- and long-term needs.
• Educating you about your options so you can better understand your financial situation, investment selection, and future possibilities

For professionals and retirees, I believe that your financial picture is much larger than just investing.  That’s why I will work actively and collaboratively with you to develop a road map to determine the direction of your financial journey.  Your road map will include areas such as personal finance, investment scenarios, insurance needs, education funding, and estate planning strategies.  Once we have settled on your road map, I will work with you to implement an investment plan based upon historical data and returns.

For businesses, I leverage the knowledge gained from attaining the Accredited Investment Fiduciary^® designation to employ a prudent process for evaluating and periodically reviewing the retirement plan for your business.  This includes, but is not limited to, working with you to implement the type of plan most appropriate for your business, manage employee education, guide you through fund selection, and help you understand fund expenses.  I will also install a review process where we will annually evaluate the plan versus the competitive landscape and semi-annually review the funds offered within the plan.

Investing involves risks, including the possible loss of principal invested.  Asset allocation does not ensure a profit or protect against loss.