Research-Based Strategies

When it comes to finding the right strategy for each family I work with, I start with understanding their personal and financial goals, and incorporate my love of research to develop a plan well suited for them.

I get excited when analyzing and developing strategies for retirement planning to help clients work towards their personal lifestyle goals. Using an active portfolio management process, I use time-tested investment strategies, tax mitigation strategies, while helping clients overcome the emotions that can get in the way of sticking to a long-term investment approach.

Meet the Team

While I am an independent advisor, I have the support of a broad team. I am supported by a robust operational team through an association with Cornerstone Wealth Services, a nationwide community of independent advisors that supports advisors in private practice like me. Through Cornerstone, I benefit from shared ideas, best practices, and operational resources, which gives me more time to spend with clients. I am also affiliated with LPL Financial, a broker-dealer that works with independent advisors.Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Meet Us

Schedule an Appointment

If you're interested in a conversation or just have a question, contact me anytime.

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