A Goals-Based Approach

Goal-focused and planning-driven.

I am enthusiastic about your goals and will customize my approach around your life priorities.  From there, I will provide ongoing guidance to help you manage your portfolio through ever-changing markets and life events.  This includes investments, pensions, Social Security, rental income, potential inheritance, and anything else retirement related. 

I will not only take a deep dive into your individual financial picture, but the complexities of your family dynamics as well.  This involves getting to know your beneficiaries so I can develop an ongoing wealth management plan that involves each generation of your family.