I told myself I would one day help people protect, prepare, and provide for themselves, their families and the things they care about: specifically in dealing with their lives and money. I am proud to filter the noise and chaos of the financial markets for our clients, and provide them with solid guidance in understanding their financial lives. My long-term goal is to leave behind a company that lives on, continuously improves, and expands the horizons of the people it serves.
My passions, other than work, include classical music, reading history and philosophy, and playing golf. I am an avid fan and active supporter of the arts. Bike riding, quality conversations, and spending time with my family and good friends are also activities I enjoy.
Affiliations: Fee-Only Planning
Memberships: Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA), Certified Financial Planning (CFP) Board, Money Quotient Board, and The Aegis Investment Management Group.
We work directly for our clients and put client’s interests first
We listen and keep an open mind
We build powerful relationships by working towards common goals
We learn and teach continuously
We hold ourselves accountable for pursuing the highest standards
We make decisions with future generations in mind