Working with a financial advisor is a personal matter. Why would you want to work with me?
Approachable/I listen to you: While I may manage your accounts, I listen to what you have to say. Growing your investments is a joint effort and I listen to the ideas my clients have. If we see it as a valid idea, I implement it.
I’m available: I’m a phone call or email away from you. I make the time for you and your needs and prioritize my time for you based on your needs.
I watch your accounts: I regularly review your accounts and make changes as necessary to help manage risk while striving to increase growth.1
Personable: Choosing a financial advisor is important. You would want to choose an advisor that you can get along with. That’s reality. I work well with clients that are looking for an advisor that want to partner with me, to determine their financial planning needs, implement that financial plan, and monitor regularly to help ensure goals are met.
Valued: I’ve developed a valued relationship with my long-term clients. They are long-term because of that relationship. As the financial planning relationship develops, so does the value proposition. Since I’m strictly a referral-based advisor I largely work with people that have been referred to me from my clients.
I’ll help you analyze where you are today, help you clarify where you want to be in retirement, then collaborate with you to develop a financial plan. We’ll navigate toward a point where employment may become optional — freeing you up to choose a new career path, lend your expertise to a non-profit or simply pursue your dreams.
Whether you’re looking for investment strategies, retirement income, funding for your child’s education, or estate or tax planning strategies, I’ll work with you on your terms. I offer a broad range of financial products and services including financial planning, brokerage services, alternative investments, and insurance. Brokerage services can include stocks, bonds, mutual funds, exchange traded funds, REITs and other alternative investment options.
I am licensed and registered to conduct business in Texas, Wisconsin, New Jersey, and New York.
