Invest with Confidence

Since 1999, I have helped create programs and portfolios to meet long-term financial goals. Have questions about investments, taxes, retirement, and/or estate planning? I would be glad to help. 

I start by clarifying our fee structure and explaining the different ways we can help. Then I analyze your goals and compare them to your current portfolio. Then I recommend an investment strategy designed to meet your risk tolerance.

I have access to a team comprised of people with different kinds of finance and tax experience, but we all have this in common--a commitment to ethics and integrity.