Investment Advisor Representative
At the heart of my philosophy is having a plan that supports the goals of each unique client. So we start with goals, and I help you identify what matters most to you. Through our ongoing relationship we monitor, review, re-assess and adjust your goals as necessary to meet the ever changing needs of your life to achieve what success looks like to you.
Once your goals are set, together we will determine how much risk you are comfortable with at each phase of your journey to meet those goals. Based on your desired level of risk, we can choose from the myriad of investments available to put together an investment strategy that is designed specifically for you. Your investment choices will need to provide a good offense in times of growth as well as a good defense in times of decline. We will strive for a well balanced portfolio aligned with your financial objectives and risk tolerance.
While my clients entrust me to partner with them in managing their finances, I insist that they understand what we are doing and why. Education is a huge part of what we do in our individual client meetings and through our various educational seminars and classes.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.
We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We would enjoy speaking with you.