My investment philosophy is slow and steady – I am never going to make a client rich overnight, which is not what this is about.  I want to guide my clients to make prudent choices that may help them to accumulate wealth over time.  I believe in the value of diversification and the wisdom of sticking to the plan.  I do not generally try to chase trends.

During our meetings, I try to let my clients lead meetings as much as possible and truly understand what they are trying to achieve.  I also redirect discussions away from technical jargon to help make sure we are all on the same page. 

I utilize a goals-based approach, so everything I do for my clients centers around helping them pursue their goals.  Whether it’s paying down debt, buying a house, or long-term goals, such as retiring comfortably or passing on wealth to the next generation, I believe every goal requires different tools and approaches.

^{Diversification does not ensure a profit or protect against loss.}