Why work with me?

  1. I am a fiduciary, for all parts of the relationship, not just some.

  2. Comprehensive financial/retirement planning is included with investment management.

  3. No advisor turnover. I'm not leaving to go work somewhere else or retire.

  4. No Sales. I don't earn commissions or charge extra fees for anything!

  5. Extensive institutional investment management experience.

  6. There won't be anyone passing along the thoughts of others when it comes to your investments.