Working With You - and Putting Your Interests First

I will work with you to help clarify your financial goals and plan your future.  I will provide you with investment expertise and management, insurance solutions, and financial planning guidance, tailored to your current set of circumstances.  I will take into consideration your lifestyle goals and personal preferences.  I will listen carefully and counsel thoughtfully.  I will review investment goals with you and offer an overall strategy as well as practical insights and recommendations.  Recognizing that saving money is never easy, I will show you how small adjustments to your savings patterns can have a positive impact on your overall retirement resources. 

Professional development:  I am a strong advocate of continuing professional development.  I have requirements of professional development coursework to maintain my current stading:
  1. CFP® certification requires 30 hours every two years
  2. insurance licenses require 45 hours every three years
  3. AAMS designation requires 16 hours every two years
  4. FINRA requires annual continuing education courses, plus an additional regulatory element of continuing education every three years

Financial markets are always changing, and the best way to meet my clients' needs is to be constantly updating my own knowledge.