My Clients

Who I Serve
I serve any clients who are truly interested in their financial health.  So, I do not target a specific type of prospect and accept accounts of varying sizes.


Building Our Relationship
When building a relationship with a client, I seek to discover all the information needed to understand their investment behavior and appetite for risk, as well as their financial history, family dynamics, and personal interests.  I strive to stay involved in my client’s life, without overstepping any boundaries, to grow and maintain the relationship throughout all the phases of wealth.


Our Meetings
I evaluate my client’s financial picture during our periodic performance reviews.  At minimum, we will meet at least two times a year.  During these meetings, we will adjust strategies as needed and review any changes in life that may affect your wealth management plan.