My goal is to serve as my client’s one-stop shop for financial planning and investment needs. I maintain the CERTIFIED FINANCIAL PLANNER™ certification. The designation comes with extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits and retirement planning, as well as in accordance with the CFP® Board’s Standards of Professional Conduct, which are rigorously enforced.

As a part of my wealth management process, I will conduct a thorough discovery meeting to deeply understand my client’s current situation and lifestyle goals. The next step is to tailor a financial plan and investment recommendation designed to help my client’s best reach their objectives. I monitor and track progress annually, and can update or modify existing goals as needed for material changes. To better align myself with my client’s interests, I invest alongside my clients into the ideas and solutions I recommend.

To help me best serve my clients, I have registered client specialist, Susan Anderson, on my team who delivers outstanding client service and brings a unique angle to the practice. We firmly believe in building long-term relationships centered on a high level of mutual trust and open communication.