What sets us apart

I understand that the world of investing may seem overwhelming and finding an advisor that you trust is a personal process. I believe I offer value to my clients because I am independent, experienced, and put an emphasis on building long-term relationships with my clients.

Independence

As an independent advisor, I strive to avoid conflicts of interest and I am not required to offer proprietary products. Instead, I am dedicated to providing unbiased and objective advice that is appropriate for the client. Rather than rely on one solution or model portfolio, I customize each strategy based on the client’s individual needs. I review clients’ current financial situations to determine if their goals are attainable. I offer feedback on challenges and detailed recommendations to help clients get on track and pursue their objectives. Once a strategy is in place, I continue to monitor progress and offer assistance as needed.

Experience

Using my knowledge and experience, I can explain complicated concepts or strategies that may help clients better understand their investments and opportunities. Every client is different, which is why it's beneficial to work with an advisor who has worked through many different investment scenarios. I have been helping my community pursue their long-term goals and have learned what each individual needs along the way.

Strong Emphasis on Relationships

I am committed to building long-term relationships with my clients. I seek to work with them as they advance in their careers, start families, and prepare for retirement. When I work with clients, it’s not merely transactional- it’s personal. I aim to offer consistent communication to my clients and make it easy for them to contact me. I spend the appropriate time getting to know what my clients’ experience may be with investing, as well as where they see themselves in the future.