Put your money in the hands that know best.
Life isn’t all about money, but it is an important tool for building the life you want. And just like any tool, best results happen when skilled, experienced hands are in control.
For over 25 years, I’ve been a student of the financial markets, always striving to learn and adapt my knowledge and skills to the new “financial normal” as it’s continually redefined. The result: I can help you make smart investment decisions for every stage of your life under all market conditions.
And every smart investing decision starts with listening. What do you want out of life? What are you working for? What are your short-and long-term financial goals?
If you’re concerned about your financial future, let’s talk.
Over the years, you’ll likely change jobs. Your goals and risk tolerance will change, too.
My investing ideas are only as good as their ability to keep up with you, so it all starts with getting to know you and your current investing situation. You may just need a fine-tuning of your portfolio, or perhaps major changes are in order. Whatever the case, I’ll recommend a customized portfolio that addresses your needs and goals… and as my client, I’ll commit to reviewing your portfolio at least once a year.
No Cookie-Cutter Solutions
I build custom portfolios, trusts, and retirement plans for individuals, couples, families, and groups. I offer access to many different financial instruments including — mutual funds, ETFs, stocks, bonds, retirement plans (401k, 403b, IRAs, SIMPLE and SEP), life insurance programs, and annuities.