My Approach

I use a fee-based investment approach that focuses on asset allocation and retirement income strategies.  Many of my clients are affluent families and business owners whom I've met through referrals and who are concerned about their investments supporting them throughout retirement and beyond.  Instead of offering cookie-cutter strategies, I understand that you are unique and will customize my investment approach to reflect your specific needs and goals.

Asset allocation does not ensure a profit or protect against loss.