“About Us” is really about you and me. It is about us developing a personal, trusted relationship that takes into account your unique situation, passions and concerns.
I believe that the creation, understanding and management of financial wealth requires more than just a technically competent financial calculator and that it cannot be easily achieved through anonymous “robo advisors”, call-in centers or product pushers. One size does not fit all and you deserve someone held to a fiduciary standard that will always put your best interests first.
I invite you to seek out that personal relationship with a trusted advisor regardless of your net worth or account size by giving me call.
I look forward to hearing from you!