Through transparency, we can demonstrate the truth of investing by showing the fees and costs involved with various financial strategies.  With this education, together we can take the complexities out of investing, making it easier to understand.

 

Our portfolios are massively diversified and are created based on the balance of risk and time, seeking the lowest cost funds possible.  Investment strategies are not magic bullets, no one vehicle can meet all of your financial needs. Selecting the right strategy is only a piece of a very large puzzle.  As your advisor I can assist across the spectrum of planning including retirement, insurance, college planning, taxes and more.

 

My favorite part of my day is interacting with clients and building on those relationships.  I have great partnerships with my portfolio management and back office teams, which affords me more opportunity to visit with clients one-on-one.  

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