Personalized Financial Plans – Your life goals drive the financial plan. It’s all about your vision and the things you care about. Our team will work with you directly to make sure we nail the things you care about most.

Virtual, Realtime Access to Financial Planning Tools and Assets – Easy access to the picture of your money and your financial plan. We’ll connect the way you do.

Customized Investment Portfolio – We will build a low cost investment portfolio that fits you, your financial plan and risk tolerance perfectly.

Financial Plan Implementation – We’ll help you see step-by-step what you need to do. And we’ll help make sure you get it done. A plan without follow-through is just a wish-list.

Fee-only Financial Planner and Fiduciary – Always acting in YOUR best interest. It really matters. Committed to transparency and objectivity to guide your financial life.

Experience – 25 years of investment/financial services experience, through multiple macroeconomic and market cycles.

CFP^®, CFA^® & ChFC ^® DESIGNATIONS – Three of the highest designations in the investment management and financial planning professions. CFP certificants, CFA charterholders and ChFC designees are recognized globally for ethics, professionalism and financial acumen.

Ongoing Education – Personalized teaching in your areas of interest supplemented with exclusive content, books, podcasts, articles and other applicable tools.