My Process

During our first discussion, I will make an effort to really know you beyond just your financial goals and objectives.  I want to learn about your passions and what truly motivates you.  This will help me seek out investments that align with your values and investment behavior.

Once we are comfortable to move forward, I will employ a value-based, disciplined wealth management process designed to comprehensively address your established objectives, risk tolerance, and cash flow needs.  I will then build a strategic model tailored to your specific situation, construct a portfolio based on this model, and periodically review your plan through open communication.