Our Proposition

I serve a select group of families, like you, who are busy with other aspects of their life than the management of their finances. Managed separately, pieces of your financial life may only realize part of their true potential. My role is to help you integrate these pieces into your own comprehensive wealth management plan.

Together, we will work through a discovery process which begins with you. It is important we spend time discussing short and long-term goals that are most important to you and your family. Then, we will develop a strategic plan, Your Financial Roadmap, for how to pursue those goals. We will regularly review your progress and help you anticipate any needed adjustments. Our firm has developed a tool, identifying 13 Wealth Management Areas we’ve found are important for clients like you. This tool will help us navigate important planning issues along the way.

This is a core business for us and we’ve committed the capital required to put in place the resources needed to deliver the solutions you require. We will draw upon these resources to implement your plan in a way that works best for you. To strengthen our collaboration, we provide you with real-time access to your interactive financial plan. This Client Wealth Management Portal provides a holistic view of your financial picture and tracks the progress towards your goals. We only use technology to enhance our services and not as a substitute for personal communication with you.

Should your financial needs require a more specialized approach, the Cetera Advanced Planning Group is our exclusive, in-house source for such expertise. This team of credentialed legal and financial professionals provide insight to help resolve sophisticated financial issues. This allows me the ability to respond to you with accurate and timely information. However, if you already work with trusted professionals, we will certainly coordinate with them to ensure your Financial Roadmap compliments your objectives.

My commitment is to always be responsive and accessible. Your time is valuable and up to date information is important. To this end, we will work together to develop a personalized communication plan, so you will have the information you need to make prudent decisions, protect your interests, and pursue the life you desire.