As a Fee-Only financial services provider, I believe in complete transparency. I only receive compensation from my clients' fees and never from commissions on any recommendations, whether it be investments or insurance. With this conflict-free approach, I can focus on providing you with the best holistic planning for your unique needs and goals. You can trust that I'm on your side of the table, motivated to help you grow your assets through strategic and tax planning, so you can keep more of your hard-earned money where it belongs - in your investment accounts. Join me today and experience the difference of a Fee-Only provider.

As your advisor, I prioritize the safety and security of your assets. That's why I choose to maintain most client accounts at TD Ameritrade, a member of the Securities Investor Protection Corporation (SIPC) that provides protection for securities customers of its members up to $500,000. This includes coverage of up to $250,000 for claims for cash. Your peace of mind is important to me, and I want you to know that your assets are in good hands. Additionally, I have the expertise to provide guidance on assets held away, ensuring that your entire portfolio is being managed with the same level of care and diligence.

You will never be limited to the number of meetings you can have with me. Financial planning is not a one-and-done event but a dynamic process. As life changes, so will your financial situation. That's why I believe in being available for you whenever you need me, whether it's for tax law changes, job changes, or any other life-changing event. You can count on me to always be here for you.

As your personal financial advisor, I understand that staying on top of technology is crucial. That's why I provide you with a state-of-the-art online portal called "Surevest Wealth View." This secure login consolidates all your investments and liabilities into one convenient and secure location. Additionally, I use cutting-edge planning software that ties in your account balances to keep your financial plan up to date. This real-time coordination allows me to provide you with ongoing financial advice that is timely and relevant.

As an experienced investment specialist, I can design personalized investment strategies tailored to high-net worth individuals and institutional investors, such as family offices, pensions, and corporate retirement plans. With my expertise, I can help you navigate the complexities of the financial landscape to achieve your goals and secure your financial future.

 As your personal financial advisor, I leverage a powerful technology platform to serve clients across the United States with ease. This advanced technology empowers me to deliver unparalleled advice and support, regardless of your location.