My Method

Goal Focused

Goals look different for everyone. With personalized planning, I get to know each of my clients' unique goals for the future to help plan accordingly.

Retirement Projections

Take away the mystery of saving for retirement with our very in-depth retirement projections. Know if you're on track, or what changes you need to make to retire when you want to.

A Tailored Approach

I take the time with each of my clients to make sure they understand and feel confident about their planning and investments.

Wholesome Planning

Not only do we plan for our clients, but we help them plan to care for their aging parents, surviving spouses, children, and the charities they support.

Income Generation

For Retirees, income generation is a top concern. Our goal for retirees is to generate enough income to live off their portfolio without invading the principal assets.

Couples

Sharing a life together often involves combining finances and aligning your goals for the future. Advisors can help couples by defining these goals and helping set a plan in place to achieve them.

As an advisor, we dive into your psychology of money. In this role, we can help couples understand their relationship with money and what role it plays in their own relationships.

It is also common for one person in a couple to be more knowledgeable about the finances, and advisors can help bridge this knowledge gap. In the end, inevitably one spouse will outlive the other, and having an advisor already established can help maintain stability and confidence through one of the most difficult and trying times of a person's life.

Individuals

Whether you've never married, divorced, or widowed; individuals can benefit from working with a financial advisor by having a set of qualified eyes to look after their finances, so they don't have to do it all on their own.

We take an individualized approach and spend the time to get to know you, to make sure we are doing our best to help you reach your financial goals.

Last but not least, an advisor can coordinate with those you choose to take care of your personal finances when you're no longer able to. We also help make sure you have the right documents in place to be able to do so.

My Qualifications

Securities Industry Essentials

The first step towards FINRA registration; the SIE exam tests competency in knowledge of capital markets, financial products and their risks, trading, customer accounts, prohibited activities, and the regulatory framework.

Series 66 License

Known as the Uniform Combined State Law Examination, the Series 66 is a professional license for individuals who want to be both an investment advisor representative and a securities agent, and is a combination of the 63 and 65.

Series 7 License

Known as the General Securities Representative license; the Series 7 exam is a FINRA regulatory licensing exam that assesses competency of securities professionals to sell, trade, or deal in securities.

AAMS Certification

The AAMS is short for "Accredited Asset Management Specialist". This is a professional designation for financial advisors who specialize in asset management awarded by the College for Financial Planning.

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