1272 A Jungermann Road,
When Markets React
The Long Run: Women and Retirement
Bridging the Confidence Gap
It May Be Time for a Financial Checkup
Risk Tolerance: What’s Your Style?
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.
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.