2 Lincoln Place,
At my firm, we have our clients—and only the client—in mind.
I am a CERTIFIED FINANCIAL PLANNER™ and as such I am required to be a fiduciary and put the needs of the client ahead of my own.
My mission is to get to know and understand your needs, wants, and long-term goals. I want to help you develop, implement, and monitor a strategy that is designed to address your individual situation. By nature, I am conservative when it comes to money, but realize there are times when you need to take more risk, prudently.
I understand the challenges families face today as I navigate life with my wife and two children. From managing debt to saving for college and retirement, these personal finance challenges can be overwhelming. My commitment is to utilize all my resources and contacts to help you pursue your goals and fulfill your dreams.
I believe in thinking “out of the box” and I am not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of my energy, commitment, and efforts are focused on you, the client, and your satisfaction.