9800 Shelard Parkway,
My focus is on your life and your priorities, not promoting financial relationships or proprietary product sales.
Open, honest, and respectful communication of actionable analysis leading to informed decision-making.
Provide the highest standard of care as a fiduciary with transparency around fees, risks, and possible outcomes.
Life’s journey takes many different directions. Together, we’ll design a roadmap to navigate you on your journey while helping you avoid inevitable road construction or potential potholes you encounter. We’ll start with your realities as a foundation, evaluate your financial life and consider every turn and every potential destination to help you get exactly where you want to be.
No matter who you are or where your wealth comes from, my role is to understand what you want to do with your wealth and to help you devise and implement a strategy to pursue it.
With no proprietary products to sell or financial relationships to promote, my focus is helping you pursue your goals and aspirations. My services span from investment management to financial planning, but one thing stays the same: you are my focus.
“Money is of a prolific generating nature. Money can beget money, and its offspring can beget more.”
- Benjamin Franklin
“Planning is bringing the future into the present so that you can do something about it now.”
- Alan Lakein
Planning will help address your financial realities and prioritize your financial dreams while helping avoid costly financial or investment mistakes. The depth and breadth of planning required depends on your unique situation and goals.