Why Choose Me

No Commissions. No Sales.
  • I focus on providing investment advice - not selling unnecessary products.
  • I'm a sworn Fiduciary for my clients, which means I put your interests and needs first.
  • As an independent advisor, I remain unbiased and do not earn commissions.
  • I do my best to give objective advice that is individualized to your personal circumstances.
ACCOUNTABLE AND RESPONSIBLE
  • I do not delegate responsibility
  • I'm 100% accountable for the investment decisions and financial advice.
  • My mission is to provide you peace of mind by relieving you the burden of planning and/or managing your investments.
  • I always act ethically and honestly and have a clean regulatory record.
CLIENT FOCUSED
  • I am committed to putting my clients first.
  • I have the professional knowledge of investments and financial planning (CFA®, CFP® designations).
  • My goal to provide superior investment management and the best financial advice that is aligned to your personal circumstances.

Why Choose a CFA Charterholder?

Partnering with a CFA charterholder means partnering with a professional with unparalleled expertise, integrity, and adaptability in the financial sector. It’s why the CFA designation is one of the most highly regarded credentials within the investment management profession.

Learn why you should choose a CFA charterholder

Why a NAPFA Fee-Only Advisor?

FIDUCIARY OATH
  • Means the advisor shall exercise his/her best efforts to act in good faith and in the best interests of the client
  • Minimize any conflicts of interest
  • Maintain independent and never receive compensation selling financial products
MEET HIGH COMPETENCE AND EXCLUSIVELY FEE-ONLY
  • NAPFA requirements exceed those of any other financial industry association
  • Adhere to industry's most demanding practice requirements
  • Solely focus on providing fee-only wealth management and financial planning
NAPFA'S ULTIMATE GOAL
  • NAPFA advisors must focus on all factors that comprise the investor’s unique financial situation.
  • Pioneer a set of standards of advisor education, training, and methods of practice that truly serves the public interest.
  • A financial planner that abides by NAPFA’s rigorous standards of fee-only financial advice and holistic financial planning.
  • Prove competence in financial planning matters and provide a high level of care and responsibility to each client.

Why Choose a CFP® Professional?

A CFP® certification is recognized as the highest standard in personal financial planning.  As a CFP®, I have a vast knowledge of financial planning and have completed the requirements for the education, examination, and experience for the Certified Financial Planner™ accreditation.

Learn why you should choose a CFP® Professional

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For safeguarding assets, our investments are held at TD Ameritrade Institutional.

Certificates, Designations, and Partners