Who I Serve

My clients include families, individuals, and business owners.  I am committed to offering my clients a track record of consistency, technical competence, and interpersonal communications. No matter the situation, I ensure my clients understand the importance of balancing performance with their specific risk tolerance.

Building Our Relationship

Relationships matter.  I take time to gather data and hear the story of each client.  Once I understand a client’s financial situation, unique needs, and preferences, I formulate a plan that embodies the core elements of the objective and propose next steps to pursue it.

Maintaining Our Relationship

Trusted communication is key to a healthy client/advisor relationship.  In addition to periodically touching base through phone calls and meetings, I recommend two-to-four investment strategy review sessions and one planning review per year. 

Each investment strategy meeting includes updates on what is new in the client’s life, a review of asset allocation, investment performance, and a discussion on market events.  The planning meeting includes a review of the client’s net worth, asset allocation, retirement planning strategy, estate planning issues, insurance planning, and education planning reports.

Additional Services

Alongside a full-service wealth management and investment banking firm, I specialize in developing strategies surrounding alternative investments, wealth planning, and personal and business banking.