About

I believe everyone deserves financial security to help them live their best possible life.  My team and I play both offense (investment management, asset allocation) and defense (manage risks to your portfolio, your livelihood, and your legacy).  Our best-in-class planning process results in a robust and resilient plan tailored to you that withstands the events that life can sometimes throw at us.

I guarantee my focus will be on what is important to you, now and in the future.  I can also promise world-class respsonive client service with consistent proactive contact, a clear understanding of how and why you're invested, and transparency with how I am compensated for my services.