My Clients

I enjoy working with individuals and families who feel that I can have a significant impact on their lives. They include people near retirement or currently retired.

I might be a good fit for you if:

  • You have a high concern for your family and loved ones
  • Retirement is a major concern
  • You are between the ages of 45 and 80 years old
  • You view investing as a hindrance rather than a hobby
  • You seek a trusted advisor to help simplify your financial life
  • You have over $750,000 of investable assets

If you feel you have one or more of these characteristics, we might be a good fit for each other. Please reach out to me so we can meet in person to discuss your financial goals.