Broker Check

About

Finding Your Fit

I invite you to discover and experience the power of my services. I believe it has far-reaching benefits for my clients to get opinions from several sources with diverse backgrounds, education, and experience.

Client Centered

No one strategy fits everyone, which is why every client gets my undivided attention—from planning to execution to follow-up. I take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, I strive to anticipate and address those situations as they occur. I want to keep you on track toward a meaningful and purpose-driven financial future.

I invite you to check out all the material on my website. If you have any questions, please send me an email or call the office. I look forward to speaking with you.

1. Are you tired of having an answering service or some low level clerk at your current broker answer your phone calls and wasting your time trying to answer your questions?

2. Are you tired of paying too much income tax because your current advisor failed to properly integrate tax-planning when positioning your investments?

3. Do you wonder if your investments are properly coordinated with your Wills and trusts?

If you answered “Yes” to any of these questions, you should contact me to see if we might be a good fit. I’m also an attorney and CPA who can draft your Wills or trusts and prepare your tax returns, so your fee might even turn out to be less than you are paying your current advisor, especially after you take into account possibly lower income taxes and no extra charge for preparing your tax returns and wills (for clients meeting certain asset under management levels and holding periods).

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