Specialties: Investment Management Financial and Retirement Planning Estate Planning Tax Planning Insurance Strategies
I manage roughly $425 Million in client assets. 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.
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.
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.
