I grew up around the financial services industry and one of my earliest memories is learning about stocks and bonds from my parents, both of whom were stock brokers. Now I enjoy developing detailed financial plans for my clients, helping them make sense of the financial world around them, as my parents once did for me.
I am an Accredited Investment Fiduciary® designee, having completed the requisite professional education and passing the AIF designation examination. My goal is to help clients implement a prudent investment strategy structured to meet their life goals. A strong sense of fulfillment is my reward when I am able to help previous generations by providing sound and steady advice.
I also provide retirement plan counseling to Human Resources managers and employees to support the benefits needs of their companies, helping to ensure that fiduciary responsibilities are executed with well-researched advice, diversification, and observance of plans consistently with ERISA.
I bring years of experience and commitment to provide comprehensive wealth management and retirement planning services for individuals and corporate retirement plans and their employees.
Contact me to learn more about how our investment services can benefit you.
My Areas of Focus:
- Corporate 401K Advisory Plans
- Retirement Planning for Business and Executives
- Planning for Retirement
- Comprehensive Investment Planning
- Estate Planning Strategies
- Portfolio Management Services
- Education funding and 529 plans