<strong>Research-Based Strategies</strong>

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.

<strong>Meet the Team</strong>

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 exclusively with independent advisors.

Schedule an Appointment

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

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