The Process Over Product

Your financial success is not to be found in a product, although many people would have you believe that your success is dependent on owning a particular financial product (stock, mutual fund, etc.).

You shouldn't have to buy a financial product to get financial planning. I don't push products. I recommend investments based on my own research. Most important, I center my mission on YOU, creating custom asset allocation portfolios and complex tax strategies to take you closer to your financial goals.

As an independent financial advisor, my focus is on what's best for my clients. I don't work for a brokerage firm or bank. My recommendations are based solely on helping my clients realize their retirement objectives.


Home runs are not hit with a bat, but by a trained athlete.