Financial and Retirement Planning
I manage roughly $140 Million in client assets for approximately 140 families. Investment management is not just my job, it is my vocational calling. I recognized early on in life my desire to choose an occupation that allowed me to utilize my unique talents and abilities in ways that could enact a strong, positive effect on the lives of my clients and their families. I sought a career in which I could use my skill set to bring peace of mind not only to my family but also to those I served.
A Unique Perspective to Your Investments
My approach to investment management is exceptionally personal. In my experience, balance sheets tell only a fraction of your story in the same way my business card tells only part of mine. It’s why I’m committed to building trusting, long-term relationships with my clients by understanding how the money I manage for them provides them with greater purpose and more meaningful lives.
How I am Different
My ability to keep pace with today’s fast moving financial markets is what differentiates me in my profession. As a younger investment advisor, I embrace technological advancement. My ability to easily access valuable information with a screen tap or mouse click allows me to serve my clients smarter and faster. Being tech-savvy means I can interact with my clients almost instantaneously, utilizing the methods of communication that best fits their preferences and lifestyles. While virtual world communications will never supersede the intimacy of face-to-face advisor/client meetings, they can sometimes be the difference between profit and loss when time is of the essence.