An Experienced Advisor Who Puts You First
The right chemistry is important. I want to be sure we have a good fit to build a long-term relationship. Does the following sound like you?
You are a retired or planning for retirement, an executive or business owner.
You value working with a trusted advisor to help you make educated financial decisions, and take care of the details for you.
You want to simplify your life and spend time on pursuits that matter to you most.
You are looking for a more personal, objective experience than the typical bank, brokerage or insurance company can offer.
You seek an independent advisor that works in your best interests, and does not push products or receive incentives.
You are interested a fee structure that is simple, straight-forward and a clear value.
Why work with me?
With over 2 decades of experience, I am skilled at solving complex problems and challenges faced by financially successful individuals. From retirees to executives to business owners, I can help provide you with smart solutions to your unique needs.
As a fiduciary, my advice and actions must be in your best interest. I am required to disclose any conflicts of interest. Most banks, brokers and insurance companies are not fiduciaries. They are held to a lesser standard of providing advice that is “suitable”, even if better options are available to you.
My firm is small by design. This allows me to spend more time with my clients and to be available when they need me.