Broker Check

We might be a good fit for you if…

  • …through hard work and discipline, you’ve succeeded in building up a nest egg that you’d like professional help managing ($500,000 per household or more for new clients).
  • …you have interest in comprehensive/holistic financial planning services, ideally with an advisor who has obtained both “real-world” experience and the CFP® certification.
  • …you’d like a financial advisor who combines old-world values like hard work and honesty with modern conveniences such as digital signature and online web meetings.
  • …you agree with the statement, “Kind people are my kind of people.”