When it comes to investing money, many Americans are at a loss of how to navigate the various investment choices available. I believe in educating clients and explaining to them in simple terms what the benefits and drawbacks of these choices are. Because no client’s situation is the same, I—and because I am an independent adviser not restricted to the offerings of a single company— offer many choices of where and how to invest their money. Investing my clients’ money is the heart of what my practice is about and I pride myself in constructing and designing a portfolio of investments that is tailored to each and every client. 

I help my clients look at the short-term for a properly sized cash reserve and at the long-term for education or retirement savings. I incorporate analytical processes to fully understand my client’s objectives and risk tolerance. I take the time to get to know my clients and hear what they are trying to say, then evaluate these discussions from many angles. It is through this process and getting to really know my clients that I fill my fiduciary duty—putting a client’s needs ahead of everyone else’s, including my own.