On our team I hold two primary roles for our clients. I manage our clientele through the process of financial planning. I also conduct comprehensive analysis on each portfolio created.
At our firm we strive to provide a clear picture of what actions can be taken to optimize your financial life. It will empower you to know what you are doing and why. Once we learn what is important to you and what being financially secure means to you, we then collaboratively design a plan for you and help you work towards accomplishing those goals.
Finding new restaurants in Little Italy is where I spend my time, or watching an Aztec or Chargers game.