My Clients

I provide wealth management and investment strategies for individuals, professionals, and small business owners, but am open to working with accounts of all sizes. 

Even when there may be nothing to address with your investments, I am open to communicate with you about any lifestyle changes, big purchases, or any other concerns you may have.  

Some clients come in several times a year, while others speak briefly with me on the phone once a year.  Either way, I will customize my approach to your situation.