A Balanced Approach
As an independent financial advisor, I believe in the interdependent relationship between your financial, physical, and spiritual well-being. Financial resources provide the money to help you enjoy life, and your physical health allows you to live that life. Also, to be physically healthy, you need the resources to sustain proper nutrition and exercise. Finally, a nurtured spiritual path works through all stages of your plan by fostering hope, optimism, patience and perseverance to continue working toward achieving the goals you established to create the balance of a well-designed life.
When one area is out of balance with the others, it can cause stress, so I help clients find a good balance among them. When these areas are aligned, clients can experience reduced stress and anxiety, while also feeling more stable and confident about the future.
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 investments to determine whether they are aligned with a client’s distinct goals. Using an active portfolio management process, I use time-tested investment strategies, while helping clients overcome the emotions that can get in the way of sticking to a long-term investment approach.
Our Team
Our professionals are ready to evaluate and support all your potential investments.
Our Philosophy
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.