Core beliefs

  • I work for clients using a consultative, cost-effective, predictable fee-based business model.
  • I clearly spell out fees and expenses before any decisions are made to try to eliminate cost surprises and establish a true partnership with my clients.
  • I help clients seek out the best values for their specific needs.
  • I pride myself on prompt attention to client’s investment planning needs, especially when they are struggling to come to terms (and become comfortable) with their views of risk tolerance and clearly defined investment goals.