How We Work
Our Mission is to help all types of clients, from new investors with limited savings to High net worth individuals. All clients have access to quality managed investment accounts available through my website and in-person appointments. Giving clients the ability to invest with $1,000 to start, combined with monthly contributions of $100.00, gives all clients access to industry leading portfolios through an experienced advisor.
As a Fiduciary for my advisory clients, I must put my clients' interest ahead of my own thus, working with clients to invest in what's best for them and their family's financial needs. My clients' accounts have professional oversight and my affiliation with LPL Financial provides access to LPL's research team which constructs high quality portfolios containing best in class investments. In addition to LPL's Research Department, my CRPC designation (Chartered Retirement Planning Counselor) was obtained in 2015 to go the extra mile for my clients by giving them access to a Financial Advisor with additional knowledge helpful in portfolio construction, retirement and income planning.
My goal is to help my clients work toward financial independence by taking time to determine their goals, objectives, time horizon, and risk tolerance. If your goal is growth, capital preservation, generate retirement income, or to leave a legacy for your loved ones, I can help. As your personal and knowledgeable advisor, I aim to build long-term working relationships through education, training, integrity and outstanding client service. We look forward to becoming your personal financial professionals and working with you, your family and friends to pursue your financial goals.
