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My Clients

My clients have built or are building toward retirement.  Some may also be helping their family construct a brighter future through assisting with the increasing costs of college education.

I appreciate that there are no certainties and no ultimate guarantees in the investments world, and determining whom to trust can feel difficult. Investing is very important, but it’s complicated. Investment “products,” concepts, and their taxation can feel like a constantly moving target. It’s easy to feel lost or fearful that you’re making the wrong decisions.  I pride myself in helping my clients make the best decisions for their goals and life choices.

In many aspects of life, the stability of your professional relationships makes life easier, less stressful, and makes you more self-assured. I help my clients increase their confidence and lower the stress of their investment decisions. My clients trust me for my knowledge and experience.

My clients trust that I will be available to answer their questions, with their best financial interests in mind. My approach as a “fee-only” investment advisor representative places the financial and life goals of my clients first.