A Comprehensive Wealth Advisory Approach
Since 1994, I have been helping people achieve their financial goals through a comprehensive wealth advisory approach.
My belief is that a financial advisor should be more than just a stranger at the other end of the phone telling you what you should do with your money. I spend as much time as it takes to get to know you, your unique financial situation, and your goals. This personalized approach allows me to give you the kind of advice you would expect from a trusted family member or friend—with the added bonus of my years of education and experience to guide you. I’m proud to have earned the designation of an Accredited Investment Fiduciary (AIF) as well as a Certified Funds Specialist (CFS®) from the Institute of Business and Finance .
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