My Process & Approach

Taking a comprehensive and disciplined approach

I am committed to helping you determine your long-term goals.  During our initial conversation, I take the time to understand your individual needs and cater my suggestions to your specific situation.  Once we've established your goals, I can provide you with a customized wealth management plan that allows you to focus on your career and your family.

It is important to always keep your end result in mind.  Markets will always fluctuate, so I focus on keeping a disciplined approach to your plan by guiding you in making sound, rational decisions, thus avoiding knee-jerk reactions.  


“Step back, take a look at the big picture,
and remove the emotion from investment decisions.”


Serving you with professionalism

Guiding your wealth management decisions with professionalism goes hand in hand with transparency.  This is why I work hard to ensure you clearly understand your fee structure and how it reflects your investment plan. 

 

I also conduct a detailed review of your asset allocation on a quarterly basis and highly suggest meeting in person annually to discuss any life changes that could impact your strategy.


“Should you find yourself in a chronically leaking boat,
energy devoted to changing vessels is likely to be more productive
than energy devoted to patching leaks.”

– Warren Buffett