Senior Financial Advisor
Current
Financial Services Industry
- my team’s mission is to help clients gain confidence and optimism around their financial planning.We believe that:
- Planning is a collaborative process, not an isolated event.
- Clients are best-served by a fiduciary for their planning who provides advice based solely on the client’s best interest.
- Planning is about achieving goals, not about chasing return or trying to beat the market.
- Each client deserves a plan that integrates all the facets of their financial picture.
- Solutions to complex issues must be simple, actionable and designed with the end in mind.We help mid-career professionals, retirees and business owners get their financial “house in order” – particularly as they get.
Mar 2012 - Present
