My Purpose and Promise

Advising with Purpose My clients are successful individuals who recognize the imperative of managing their assets in a way that provides financial well-being. They are also busy people, involved in their careers and raising their families. I derive a great sense of purpose from bringing my capabilities to this functional area of their lives. I am honored to be entrusted with such an important role, so they may focus on the things that are truly important to them. My Promise to You My team and I will listen carefully to understand your specific needs and goals; the dreams you want to make happen for yourself and your children. As an Accredited Investment Fiduciaryâ (AIFâ) Designee, I bring the knowledge, tools and wealth planning components necessary to help manage your resources in an ethical manner that serves your best interests. Consistent Implementation I work with you to develop appropriate methods in which to measure your financial success. My eye is trained on every aspect of implementation, and I invest without taking on more risk than is necessary. Clients choose me for my differentiated experience, and I am energized to work with individuals who value this disciplined approach. Corporate Retirement Program Services As an extension of my practice, I partner with corporations and business owners to provide retirement program services, including support for defined benefit, defined contribution, cash balance and deferred compensation plans. I leverage J.P. Morgan's Defined Contribution Plan Consulting Services Program to help streamline and enhance retirement plan management for my 401(k) and other defined contribution plan sponsor clients. Navigating New Challenges I see my passion and focus as a distinct advantage for clients seeking skillful guidance. I welcome the opportunity to grow alongside you, and to be a partner in your success.