As the Founder of the Firm, and a CERTIFIED FINANCIAL PLANNER™ Professional, I am responsible for meeting with you to have a conversation in a relaxed environment to discuss your dreams as well as your personal and financial goals. My team and I then design your Personal Financial Plan and your Investment Portfolio to help you work towards achieving those goals.
I personally chose my team members based first on their willingness to serve our clients, and then on their individualabilities to perform their duties with a high level of competency.
We have structured our practice to provide you with the financial guidance that you are seeking to help you pursue what is important to you in a comfortable and collaborative environment.
On weekends you can find me and my wife of 32 years at one of our kids’ basketball or football games.
Below are organizations that we support.