I take pride in working one on one with all of my clients to really understand their goals and to help guide them through the myriad of complex financial obstacles. There are so many choices and variables involved in managing an investment portfolio, they can quickly overwhelm someone who doesn't have the time or desire required to avoid costly mistakes.
I have dedicated my career to following the markets, news affecting markets, and the investment choices that are available. I am focused on creating and managing retirement portfolios which are unique to each individual's personal situation, educating clients along the way. I believe a retirement portfolio's foundation should be rooted in 3 simple fundamentals: Diversification with Principal Protection at a Low Cost.