There are few people that truly enjoy what they do for a living and I consider myself to be one of the lucky few. I became a financial advisor because I wanted to have a direct impact on the end investor. I work with individuals, families and company retirement plans.

My clients have a diverse array of needs; here are a few examples of where I can help:
- Planning for their children's education expenses
- Efficiently managing large stock positions from an employer
- Passing wealth onto future generations
- Finding a target retirement age
- Building portfolios that factor in the ethical values of the client
- Constructing environmentally friendly fund menus for 401(k) plans
- Helping startups and small businesses establish a retirement plan for employees

I run my practice like a doctor, and I use an established process that is consistent and customized based on the client's current finances, goals and risk tolerance.

1) Like seeing a new doctor, the first appointment is typically the most in-depth and is focused on learning more about the client. This is the equivalent of the questions about medical history and tests that a doctor would do in an initial appointment.

2) After some analysis, the second appointment is focused on a building solution. This is similar to the follow up appointment you would have with a doctor after reviewing the x-rays and lab work to come up with a diagnosis and treatment strategy.

3) Once the investment strategy is in motion, we will schedule checkups on regular basis to help you monitor your account and adjust the strategy based on life events as needed.

Sustainable investing is a passion of mine and I enjoy working with clients who desire to have an investment portfolio that is environmentally friendly and socially responsible.

Many people procrastinate becoming financially organized. Whether it is with me or another financial advisor, make it a priority for yourself to take action today. Feel free to reach out to schedule an appointment or a quick call to answer any questions you may have, whether you are looking for a second opinion or want to learn more about whether working with a financial advisor makes sense for you.

Focus areas

  • Socially Conscious Investing
  • Wealth Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Employee Stock Options
  • Estate & Legacy Strategies

My Personal Interests

  • Hockey
  • Martial Arts
  • Hiking
  • Cooking
  • Technology

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