My Approach

Taking a holistic and risk-averse approach to investing, we 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. 

We truly enjoy learning about your family, hobbies, and special interests.  It is not until you are truly comfortable with us that we 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.

Our team strives to create an environment where learning and trust go hand in hand.  Our goal is that you learn something new every time we meet and to deliver important and timely financial information as simply as possible.