My clients range from high-net-worth individuals, affluent families, and business owners to those who are approaching retirement or in retirement. All of my clients value honesty, integrity, fairness, accountability, skill, and high levels of personalized service. 

My Process with You

I believe in investing my time with you before you invest your money with me. You will receive a complimentary goals-based wealth management consulting session. During our consultation, we will fully discuss your financial situation, investment experience, current portfolio analysis, scoring of your tolerance for risk, and expectations for returns and your investment time horizon.

If both parties are comfortable to proceed, I will initiate your fully customized wealth management plan. I am also committed to delivering a high level of contact with you. Whether you prefer to meet quarterly or simply want to receive a formal annual review, my review meetings are completely tailored to your needs.

Many of my clients have felt comfortable in continuing to add to our relationship by consolidating other accounts or when there is a financial event, such as an inheritance, retirement, or sale of a business. I am always open to help as needed.