About My Practice
As a fee only planner, I provide independent financial planning and investment management services with the goal of helping clients achieve and maintain financial security.
I do this by managing the risk in clients’ investment portfolios and by providing professional guidance for clients facing financial decisions.
Most new clients have come to us at times of transition or stress in their lives such as divorce, job loss, retirement or the loss of a family member. During emotional times like these, clients need an advisor who they can trust and rely on. We operate under a fiduciary standard of care which means that our clients’ interests come first. We do not work on commissions. We have no products to sell and no big corporate agenda to follow.
Our clients have our total allegiance.
Registrations, Licenses, Certifications & Affiliations
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Public Accountant (CPA)
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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