My firm is a small, independent firm that specializes in Financial Life Coaching and Planning.  We are a fee-only firm and are committed to helping our clients make smart decisions about their money and finances.  We offer Coaching and Planning services to clients who are serious about getting and keeping their financial house in order.  We also offer Investment Management Services on a fee-only basis.  Our investment management stategy is that each client will have a risk-appropriate, globally diversified, asset class portfolio.  We use very low cost investment vehicles to build the portfolio, will not attempt to time the markets, and will rebalance when necessary to stay within predefined parameters.

I have been providing clients with solutions to their financial isses in a variety of ways since 1991.  My financial service career began in the insurance industry where I provided life, health, and property and casualty insurance solutions.  I then moved into the wirehouse/brokerage industry, providing more specific investment services for my clients.  I earned my CFP^TM designation in 1998, and in early 2000 joined a firm providing fee-only financial planning and investment management services.  After gaining invaluable financial planning experience with that firm, I opened my own firm in September of 2004.