About My Practice
We place a high value on the relationships we have with our clients and get tremendous satisfaction from helping them simplify and understand their financial matters.
Our down to earth style will help remove any apprehension you may have about addressing complicated personal financial issues. We take the time to understand the unique circumstances and priorities in your life. We then conduct a customized financial analysis of the issues you face and review the results with you. After that, we are available to help you as changes occur.
Our objective, disciplined approach, our "Main Street" values and our dedication to our clients are what set us apart. We place our clients' needs ahead of our own compensation and create win-win relationships with our clients.
Unlike the familiar Wall Street approach, we avoid complicated investment schemes, hot issues and other "get rich quick" recommendations designed to generate commissions. By avoiding these types of investments, we eliminate conflicts of interest. As our client, you 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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