Managing Director - Investment Officer, Senior Financial Advisor
What to expect from me:
I value you, your time and your money. We look to our medical providers for aiding in optimal health. Look to me for The Health of Your Wealth. It’s my goal to have a comprehensive understanding of your financial objectives, work with you to create an investment plan, execute that plan and keep you engaged in your unique plan. I want to know who YOU are, what your life goals are and how I can make those goals achievable.
What I would expect from you:
As in any successful partnership, creating focused goals together will make for a more cohesive investment plan. Entrust in me means giving me a glimpse of who you are and what matters most. Life happens and I care to know how you are, how those you love are and if I can help ease any financial stress you may incur.