Where do you want to go?

I believe that combining your financial goals and life goals is essential to financial independence. Successful planning is a journey that isn’t just about money, it’s about your life, too.

Life Planning and Wealth Management

I create comprehensive, goals-based plans that serve as your road map guiding all of your financial decisions. Investing is a personal endeavor. Each client plan is tailored to reflect your unique life goals, needs, family circumstances, tolerance for risk and time horizon. As you progress through the planning process, you will enjoy a satisfying sense of relief, reduced stress, and greater clarity, as you realize that you can achieve your financial and life planning goals.

I feel that one of my primary responsibilities is to help my clients avoid making emotional decisions at the wrong time. Investors are their own worst enemies. My job is to regularly remind you of your goals, and help you tune out the noise. We’re all human, and the true value of a financial advisor is to keep clients from allowing their emotions to get in the way of making smart investment decisions.

Philosophy

My philosophy is practical and straight-forward. I don't believe in market timing (or fortune tellers). I build portfolios with an emphasis on asset allocation, diversification, tax-efficiency and low costs. I believe that controlling your emotions, costs and taxes, are key to help improve investment returns. Investing for the “long-term” is easier said than done. I spend time to learn about your need and willingness to take risk. Your portfolio is designed so you can handle the inevitable short-term volatility without giving up on your investment plan.


All your assets are controlled by you and held in your name, with account activity reports sent directly to you from my independent, third-party custodian TD Ameritrade Institutional. I receive no compensation from TD Ameritrade Institutional.


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