My Approach

 

 

Taking a primarily fee-based and conservative approach to investing, I believe in building long-term relationships by first asking important questions about your financial situation, goals, risk tolerance, and time horizon. 

Then, it's my turn to listen. 

I truly enjoy learning about your family, hobbies, and special interests.  It is not until you are truly comfortable with me that I will begin talking about investment strategies and selection, and asset allocation.  While asset allocation does not ensure a profit and may not protect against loss, it can play a key role in establishing a sound investment strategy and mitigating risk.

I strive to create an environment where learning and trust go hand in hand.  My goal is that you learn something new every time we meet and to deliver important and up-to-date financial education information as simply as possible.