Approach

Listen. Research. Recommend.

Financial needs change throughout your lifetime and it's important to work with a Financial Advisor who will develop a plan that will change with you.

 

My approach is straightforward: I will listen to your needs, research and evaluate your options and recommend a plan that suits your current and long-term financial goals.

 

As a CFP® practitioner, I create comprehensive financial plans, and utilize an Asset Allocation plan in an attempt to help increase investment returns for your particular risk tolerance level. 

 

My goal is to furnish the latest and most advanced financial products, investments, and tax strategies to help meet the financial needs of you, your family, and/or your businesses. 

 

Whether you have a specific need such as investing a lump sum retirement distribution, developing an investment plan for retirement, or a more diversified need requiring a full financial plan, I can help to provide a solution and advise you on charting a course of action to help meet your financial goals. 

 

At every stage, I provide clear, but thorough explanations of financial products and services and stay very accessible, keeping the lines of communication open at all times.

 

I am a financial advisor with FSC Securities Corporation.  FSC is an independent wealth management firm with close to 950 independence-minded financial advisors with offices across the United States.  Through my affiliation with FSC Securities Corporation, I am provided with back office, technology, regulatory and operational support.

 

Founded in 1958, FSC is driven by a strong philosophy that independence is key to fulfilling sound investment decisions.   My affiliation with the firm empowers me to put your interest first with objective, carefully considered offerings - with no obligation to promote any particular investment.

 

FSC is part of Advisor Group, one of the largest networks of independent wealth management firms in the country.

 

*I utilize FSC Securities Corporation (FSC) as the Broker/Dealer (B/D), and Pershing as the clearing firm for all securities transactions.

 

Asset allocation cannot assure a profit or protect against a loss. Investments in securities are subject to risk, including the potential loss of principal invested.