My philosophy is based on ethics, integrity and values. I have worked at many different types of brokerage firms -- full service, discount, etc. I have found that most investors are frustrated and overwhelmed with a clutter of financial information and confusing fee structures. As an Independent Advisor I believe I can deliver a financial plan and portfolio built on honest advice, quality investments and transparent fees. I am committed to delivering clear, concise, and smart financial advice.
Intelligent risk management and tax sensitive investing combined with cost efficient investments and clever strategies are the building blocks of a good financial plan.