No Commissions. No Sales.

• I focus on providing investment advice - not selling unnecessary products.
• I'm a sworn Fiduciary for my clients, which means I put your interests and needs first.
• As an independent advisor, I remain unbiased and do not earn commissions.
• I do my best to give objective advice that is individualized to your personal circumstances.

ACCOUNTABLE AND RESPONSIBLE

• I do not delegate responsibility
• I'm 100% accountable for the investment decisions and financial advice.
• My mission is to provide you peace of mind by relieving you the burden of planning and/or managing your investments.
• I always act ethically and honestly and have a clean regulatory record.

CLIENT FOCUSED

• I am committed to putting my clients first.
• I have the professional knowledge of investments and financial planning (CFA®, CFP® designations).
• My goal to provide superior investment management and the best financial advice that is aligned to your personal circumstances.

I am a CFA Charterholder and CFP® Professional

As a CFA charterholder and CFP® professional, I have unparalleled expertise, integrity, and adaptability in the financial sector. The CFA designation is one of the most highly regarded credentials within the investment management profession and the CFP® certification is recognized as the highest standard in personal financial planning. As a CFP®, I have a vast knowledge of financial planning and have completed the requirements for the education, examination, and experience for the Certified Financial Planner™ accreditation.

Learn more to see why you should choose a CFA Charterholder and CFP® professional. 

I AM A FIDUCIARY & FEE ONLY 

• Act in good faith and in the best interests of my client's. 
• Minimize any conflicts of interest
• Maintain independent and never receive compensation selling financial products

MY VALUES

• Excellence - I take the time to understand my client's particular circumstances, goals, and aspirations. 
• Trustworthiness - I work hard to earn my client's trust by creating investment solutions that address their evolving financial goals. 
• Client Centricity - My private ownership structure fosters a long-term view that aligns my interests witht he best interest of my clients.

MY CUSTOMIZED WEALTH MANAGEMENT PROCESS

• Portfolio construction - I take a disciplined and value approach to create a portfolio that meets the return/risk profile of each client. 
• Rigorous oversight - Once the appropriate asset allocation is chosen, I provide ongoing oversight and make changes as appropriate. 
• No Model Portfolios - I actively manage your portfolio based on where I can find the best investment opportunities. 
• Assess Returns and Risk- I make changes and refinements to your portfolio based on market conditions and my investment outlook.