Overall, investing and soccer nerd. My commitment is to life long education in order to best serve my clients in an constantly changing world. I provide a transparent process to inform my clients with the most relevant information that will impact their investment portfolios. When away from work, I spend my time with my family or volunteering to teach finance or leadership skills in the community.
As a fiduciary, we choose to be held to the highest standard of care. We will maintain a strong commitment to being a fee-only advisor that puts people before products. As a private company, we are responsible only to our clients, not to shareholder value.
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